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Jared Aaron Green

Fisher Investments

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About Jared Aaron Green

Jared Aaron Green is a financial advisor with over 17 years of experience. Jared is currently registered with Fisher Investments and is licensed to provide investment advice in Florida and Texas. Jared has worked previously with Thrivent Investment Management Inc. Jared is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Jared holds the Series 7 and Series 66 licenses, demonstrating Jared's commitment to professional development and staying current with industry best practices. Jared is also a licensed insurance agent in Florida.

Firm Information

Jared Green is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jared Green’s Registration & Firm History

TX

07/27/2023 - Present

Fisher Investments (PLANO TX)

FL

10/12/2005 - 05/14/2013

THRIVENT INVESTMENT MANAGEMENT INC. (ST PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 11/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/11/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Aaron Green.
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