Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooks? Claim Your ProfileBrooks Green is a registered representative with J.p. Morgan Securities LLC, operating out of the Naples, FL branch office. Brooks has been a registered professional in the financial industry for over 10 years, and is currently registered with the state of Florida and Texas. Prior to joining J.p. Morgan Securities LLC, Brooks was previously employed with Fifth Third Bank, Convergent Capital Partners Llc, and Med Direct Capital. Brooks earned a Series 66 license in 2024.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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FL
09/30/2024 - Present
J.p. Morgan Securities LLC (Naples FL)
Active
Inactive
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