Perry Jenkins Green

Employer firm

Coastal Bridge Advisors CRD 152569

$5.02B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INSURANCE SOLUTIONS AND CREDIT AND CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 06/2026
  Waddell & Associates, Llc
  Memphis, TN
• 04/2017 → 06/2026
  W&A Mgmt Svcs, Inc Wholly Owned Subsidiary Of W&A Mgmt Ptrs, Llc
  Memphis, TN
• 04/2019 → 06/2026
  Waddell And Associates Llc
  Memphis, TN
• 06/2026 → Present
  Coastal Bridge Advisors, Llc
  Memphis, TN

Previous Registrations

• 2016-05-25 → 2026-07-16
  Waddell & Associates, Llc
  Memphis, TN
• 2004-02-23 → 2016-05-25
  Waddell & Associates Inc
  Memphis, TN

Other Businesses

CBA MGMT CO., LLC ; INVESTMENT RELATED; 54 WILTON ROAD, 1ST FLR WESTPORT, CT 06880; MANAGEMENT COMPANY OF RIA; PARTNER; START DATE: 07/2026; APPROX 160 HRS/MO

Designations

• Certified Financial Planner
• Personal Financial Specialist
• Chartered Financial Analyst