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Jeffrey Green

Wells Fargo Advisors Financial Network, LLC

Chatham, NJ

Boca Raton, FL

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-22
PA RA APPROVED 2024-04-19
  • FL RA
    APPROVED
    Since 2024-04-22
  • PA RA
    APPROVED
    Since 2024-04-19

Branch Locations

19 Center St, Chatham, NJ 07928 • United States

2385 Nw Executive Center Dr Ste 260 [Satellite], Boca Raton, FL 33431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Conshohocken PA 10/2012 11/2016
Wells Fargo Clearing Services, Llc Conshohocken PA 11/2016 10/2018
Wells Fargo Advisors Boca Raton FL 10/2018 04/2024
Wells Fargo Advisors Financial Network, Llc Boca Raton FL 04/2024 Present
Previous Registrations
Other Businesses

JG WEALTH MANAGEMENT LLC, INV RELATED, DELRAY BEACH, FL, 100% OWNERSHIP, START: 4/25/24, 0 HRS PER MONTH/TRADING, FINET PRACTICE;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-03-03
S63 Uniform Securities Agent State Law Examination 1992-06-10
  • S65 Uniform Investment Adviser Law Examination
    1995-03-03
  • S63 Uniform Securities Agent State Law Examination
    1992-06-10
Other Names
  • Jeff Green
  • Jeffrey N Green
  • Jeffrey Neal Green

View on SEC IAPD

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Other Offices

B. RILEY WEALTH ADVISORS, INC. · CHATHAM, NJ
LPL FINANCIAL LLC · CHATHAM, NJ
SOCIALLY FINANCED MANAGEMENT · CHATHAM, NJ
HAMEL ASSOCIATES,INC. · CHATHAM, NJ
UNITED SUCCESS WEALTH MANAGEMENT · CHATHAM, NJ
TAP ROOT CAPITAL MANAGEMENT LP · SUMMIT, NJ
STELLAR MANAGEMENT PARTNERS LLC · SHORT HILLS, NJ
BLUEPRINT CAPITAL ADVISORS LLC · SHORT HILLS, NJ

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