Jeffrey Lewis Green

Employer firm

Silver Oak Securities, Incorporated CRD 46947

$2.45B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2018 → Present
  Massmutual Life Insurance
  Franklin, TN
• 01/2019 → 01/2023
  Mml Investors Services, Llc
  Franklin, TN
• 07/2004 → Present
  Jga+D
  Nashville, TN
• 01/2023 → Present
  Silver Oak Securities, Inc.
  Franklin, TN

Previous Registrations

• 2019-11-27 → 2023-01-24
  Mml Investors Services, Llc
  Franklin, TN

Other Businesses

1)JGA+D,Is Not Investment Related,"1550 LOST HOLLOW DR, , BRENTWOOD, TN, 37027, United States",wholesale fine art,owner,6/1/2004,4 hours per month,0 hours per month during trading hours,Other Compensation,Sales-based income 2) Nexus Wealth Strategies,Is Investment Related,"1550 Lost Hollow Dr., , Brentwood, TN, 37027, United States",Financial planning / Asset Mgmt.,Founder/Owner,4/1/2025,40 hours per month,40 hours per month during trading hours,Fee Based Compensation,Similar duties as my role since joining Silver Oak Securities. I offer comprehensive financial planning for clients (fee-based) as well as asset management and insurance solutions. My website is nexuscpwa.com (approved) and contains more detailed descriptions of my approach and ideal clients.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-28

Other Names

• Jeffrey Green