Jeffrey Green

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 10/2012 → 11/2016
  Wells Fargo Advisors Llc
  Conshohocken, PA
• 11/2016 → 10/2018
  Wells Fargo Clearing Services, Llc
  Conshohocken, PA
• 10/2018 → 04/2024
  Wells Fargo Advisors
  Boca Raton, FL
• 04/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Boca Raton, FL

Previous Registrations

• 2012-10-19 → 2024-04-19
  Wells Fargo Clearing Services, Llc
  Conshohocken, PA
  Boca Raton, FL
  Boca Raton, FL
  Conshohocken, PA
• 2011-02-03 → 2012-11-01
  Morgan Stanley
  West Conshohocken, PA

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

• 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