Jean-Pierre Green

Current Employers

Employment History

• 04/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 04/2016 → Present
  Bank Of America, N.A.
  Bellevue, WA

Previous Registrations

• 2007-05-29 → 2009-09-16
  Citigroup Global Markets Inc.
  Seattle, WA
• 2003-10-24 → 2007-05-29
  Citicorp Investment Services
  Seattle, WA
  Seattle, WA

Other Businesses

I*504481 For profit or not for profit: Name of outside business organization: Rental Property #2 Investment related: N Address of business: Bellevue, Washington, 98008 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 7/28/2020 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Name of outside business organization: Science and Management of Addiction Foundation For profit or not for profit : Non-profit Investment related: No Address of business: Seattle, WA 98112 Nature of business: SAMA's mission is to eliminate the brain disease of substance addiction in youth by advancing research, education and treatment. Position, title, association: Board Member, on Finance Committee Start date of relationship: approximately Jan 2014 (very approximate) Number of hours devoted: 3 hours per month Number of hours devoted during trading hours: 0 Duties: The Board provides governance and supports fundraising activities of the foundation. On finance committee we report the income and expenses of the organization and ensure good financial controls. I*92923 For profit or not for profit: Non-Profit Organization Name of outside business organization: Science and Management of Addictions Foundation Investment related: N Address of business: Seattle, Washington 98112 Nature of business: Charitable Organization, Position, title, association: Trustee, Start date of relationship: 1/1/2014 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: SAMA's mission is to eliminate the brain disease of substance addiction in youth by advancing research, education and treatment. The Board provides governance and supports fundraising activities of the foundation. I*5391 Name of outside business organization: Jean-Pierre Green Address of business: Seattle, Washington, 98103 Nature of business: N Start date of relationship: 8/1/2017 Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-08-23
• S65 Uniform Investment Adviser Law Examination
  1999-08-13

Other Names

• Jeanpierre Green
• Jp Green