Jordan Nash Greene

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2015 → Present
  Lpl Financial Llc
  Morganton, NC

Other Businesses

1.04/01/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Black & Associates, LLC; Investment Related; at Reported Business Location(s); Start Date 01/01/2019; 40hrs/mth; 40hrs during trading 2.12/17/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Black & Associations LLC; Investment Related; at Reported Business Location(s); Start Date 01/01/2025; 40hrs/mth; 40hrs during trading 3.12/20/2024; Black and Associates, LLC; Other - Loan; Not Investment Related; ; Start Date 01/01/2025; 40hrs/mth; 40hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2015-07-28