Joseph Robert Green

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2012 → Present
  Stifel, Nicolaus & Company, Incorporated
  Grand Haven, MI

Previous Registrations

• 2008-02-11 → 2012-04-10
  Edward Jones
  Muskegon, MI
  St Louis, MO
  North Muskegon, MI

Other Businesses

1. South Harbor, LLC; 15511 Sweetbriar Dr, Grand Haven, MI 49417; Purchase of commercial property; Managing Member of LLC; Handle day-to-day operational items of the LLC; 03/04/2019; 1.00 Hour(s) Per Week; Not during securities trading hours; Investment-Related. 2. One South Harbor Members, LLC; One S Harbor Dr, Grand Haven, MI 49417; Business condo owners group for the building; Secretary of the Board; Keep track of meeting agenda items and create the minutes for the meeting; 01/01/2021; 8 Hours per Year; Not During Securities Trading Hours; Not Investment-Related.

Exams

• S66 Uniform Combined State Law Examination
  2008-02-08

Other Names

• Joseph Robert Green