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Inactive

Jared Everett Green

Hb Wealth

Atlanta, GA

Charlotte, NC

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Current Employers
Hb Wealth

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-14
  • NC RA
    APPROVED
    Since 2025-09-14

Branch Locations

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

101 South Tryon Street Suite 2700, Charlotte, NC 28280 • 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
J.P. Morgan Securities Llc Charlotte NC 07/2024 07/2025
Jpmorgan Chase Bank, N.A. Charlotte NC 07/2024 07/2025
Jpmorgan Chase Bank, N.A. Charlotte NC 06/2023 08/2023
Bdo Usa, P.C. Charlotte NC 06/2022 08/2022
Camp Laney Mentone AL 07/2021 08/2021
Life Time Fitness Centennial CO 12/2019 07/2020
Wake Forest University Winston-Salem NC 08/2020 05/2024
Unemployed Fort Mill SC 05/2024 07/2024
Unemployed Centennial CO 07/2014 12/2019
Hb Wealth Management, Llc Charlotte NC 08/2025 Present
  • 07/2024 → 07/2025
    J.P. Morgan Securities Llc
    Charlotte, NC
  • 07/2024 → 07/2025
    Jpmorgan Chase Bank, N.A.
    Charlotte, NC
  • 06/2023 → 08/2023
    Jpmorgan Chase Bank, N.A.
    Charlotte, NC
  • 06/2022 → 08/2022
    Bdo Usa, P.C.
    Charlotte, NC
  • 07/2021 → 08/2021
    Camp Laney
    Mentone, AL
  • 12/2019 → 07/2020
    Life Time Fitness
    Centennial, CO
  • 08/2020 → 05/2024
    Wake Forest University
    Winston-Salem, NC
  • 05/2024 → 07/2024
    Unemployed
    Fort Mill, SC
  • 07/2014 → 12/2019
    Unemployed
    Centennial, CO
  • 08/2025 → Present
    Hb Wealth Management, Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-07
  • S66 Uniform Combined State Law Examination
    2024-09-07

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA
EQUITY SERVICES, INC. · ATLANTA, GA

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