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Aaron Brady Green

GGM Financial LLC

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About Aaron Brady Green

Aaron Green is an investment advisor representative with GGM Financial LLC based in Columbus, Ohio. He is registered with the state of Ohio and Texas. Aaron is also a Certified Financial Planner. His experience includes prior positions with Commonwealth Financial Network and J.P. Morgan Institutional Investments Inc..

Firm Information

Aaron Green is currently registered with GGM Financial LLC. GGM Financial LLC is an investment advisor based in Columbus, OH. They provide financial planning and portfolio management services to individuals, corporations, and other entities, including high net worth individuals, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $370.9 million in assets for 751 clients. GGM Financial LLC is registered with the SEC under the Investment Advisers Act of 1940.
GGM Financial LLC

2492 W DUBLIN GRANVILLE RD.

COLUMBUS, OH 43235

$370.86M

Assets Under Management

15

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Green’s Registration & Firm History

OH

09/28/2023 - Present

GGM Financial LLC (COLUMBUS OH)

OH

07/18/2016 - 10/02/2023

COMMONWEALTH FINANCIAL NETWORK (COLUMBUS OH)

OH

01/03/2011 - 07/11/2016

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (COLUMBUS OH)

OH

09/08/2006 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

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Licenses & Designations

IA

Issued 07/02/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2008

Series 7 - General Securities Representative Examination

BC

Issued 09/07/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Brady Green.
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