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Jeffrey Lewis Green

Silver OAK Securities, Inc.

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About Jeffrey Lewis Green

Jeffrey Green is a registered representative at Silver Oak Securities, Inc. in Brentwood, Tennessee. Jeffrey has been in the securities industry since March 27, 2019 and is currently registered with the state of Tennessee. Previously, Jeffrey was affiliated with MML INVESTORS SERVICES, LLC in Franklin, Tennessee. Jeffrey is a Series 7, Series 66, and SIE licensed representative. Jeffrey has experience in portfolio management for individuals and businesses.

Firm Information

Jeffrey Green is currently registered with Silver OAK Securities, Inc.. Silver OAK Securities, Inc. is a corporation headquartered in JACKSON, TN, formed in January 1998. The firm, which is registered with the SEC and in 52 states, provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Silver OAK Securities, Inc. manages approximately $1.46 billion in assets for over 10,000 clients, including high-net-worth individuals and individuals other than high-net-worth. They also offer advisory services related to the selection of other advisors.
Silver OAK Securities, Inc.

403 N. PARKWAY

JACKSON, TN 38305

$1.46B

Assets Under Management

Not reported

Total Clients

127

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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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Jeffrey Green’s Registration & Firm History

TN

01/20/2023 - Present

Silver OAK Securities, Inc. (Brentwood TN)

TN

03/28/2019 - 01/24/2023

MML INVESTORS SERVICES, LLC (Franklin TN)

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Licenses & Designations

BOTH

Issued 10/28/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/28/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/18/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Lewis Green.
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