Jeffrey Donald Green

Current Employers

Employment History

• 11/2011 → Present
  Stifel Nicolaus & Co Inc
  San Francisco, CA

Previous Registrations

• 2002-07-30 → 2011-11-03
  Stone & Youngberg Llc
  San Francisco, CA
  San Francisco, CA

Other Businesses

1. Residential Income; 2000 Howell Mountain Road St Helena CA 94574; Owner; managing calendar; 5/19/2014; 1.0 hours per week; not during securities trading hours; Investment-Related 2. City of St Helena, Community Measure H Oversight Committee; 1088 College Avenue, St. Helena, CA 94574; to oversee the expenditures of the recently passed Measure H, a city GO bond issue for repair/replace existing infrastructure; committee member; to meet twice per year to learn how the proceeds are being spent, ensure it is being done within the scope approved, and if the work is being done within the budget; 05/11/2023; 5 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 3. Lake Hennessey Fire Safe Council Steering committee under The Napa Communities Firesafe Foundation; NCFF PO Box 440B St Helena CA 94574; The Napa Communities Firesafe Foundation is made up of neighborhood Fire Safe Councils (FSCs) who join forces to effectively red; member of the Steering Committee; The role of the steering committee is to deliberate, make decisions, advise, provide strategic oversight and serve as the primary advocate for the Lake Hennessey Fire Safe Council; 11/09/2023; 3.00hrs/month; Not during securities trading hours; Not Investment-Related 4. St Helena Farmer's Market; PO Box 70 St Helena, CA 94574; organizing an open air market for small farms and businesses to sale their products from May though October; Board member; monthly meetings and raising donations; 02/23/2026; 1hr/wk; During securities trading hours; Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-09
• S63 Uniform Securities Agent State Law Examination
  1993-05-07