Unclaimed
Jennifer Green is an active investment advisor representative and registered broker-dealer with J.p. Morgan Securities LLC. Jennifer has been working in the financial industry since June 21, 1994. Prior to joining J.p. Morgan Securities LLC, Jennifer worked at J.P. MORGAN SECURITIES INC. and BANC ONE SECURITIES CORPORATION. Jennifer is a Certified Financial Planner and holds Series 7, 9, 10, 63 and 65 licenses. Jennifer is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Jennifer specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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
1
2
WI
02/26/2024 - Present
J.p. Morgan Securities LLC (Milwaukee WI)
WI
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (MILWAUKEE WI)
WI
06/22/1994 - 07/01/2006
BANC ONE SECURITIES CORPORATION (MILWAUKEE WI)
IA
Issued 03/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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