Reginald Lawrene Green

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 02/2015 → 05/2020
  Usaa Financial Advisors, Inc
  Addison, TX
• 05/2020 → 10/2023
  Charles Schwab And Co., Inc.
  Westlake, TX
• 10/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2020-05-23 → 2023-10-26
  Charles Schwab & Co., Inc.
  Westlake, TX
  Westlake, TX
• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2015-03-12 → 2018-01-08
  Usaa Financial Planning Services
  Addison, TX
• 2014-02-13 → 2015-01-16
  Edward Jones
  Plano, TX
  Allen, TX
  St Louis, MO
  Richardson, TX

Other Businesses

Brookston Energy Inc Tyler, TX Start date: 2/24/2026 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2014-01-24

Designations

• Chartered Financial Consultant

Other Names

• Reggie L Green