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Jon Christopher Greene

Ceros Financial Services, Inc.

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About Jon Christopher Greene

Jon Christopher Greene is an active financial advisor with over 20 years of experience in the industry. Currently, Jon is registered with Ceros Financial Services, Inc. in Rockville, MD. Jon holds a variety of licenses including Series 3, 4, 7, 24, 55, 63, and 65 and has passed the SIE exam. Prior to his current position Jon worked for Rydex Distributors, Inc. and WM Financial Services, Inc. Jon has held positions that allow him to provide a variety of financial advisory services.

Firm Information

Jon Greene is currently registered with Ceros Financial Services, Inc.. Ceros Financial Services, Inc. is a Corporation formed in September 1994. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the Securities and Exchange Commission. The firm has reported 3 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

57

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.

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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Jon Greene’s Registration & Firm History

MD

08/28/2009 - Present

Ceros Financial Services, Inc. (ROCKVILLE MD)

MD

05/02/2006 - 08/31/2009

RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)

MD

04/20/2005 - 04/12/2006

RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)

CA

11/06/2002 - 11/19/2003

WM FINANCIAL SERVICES, INC. (IRVINE CA)

NJ

04/20/1999 - 05/15/2002

E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 02/17/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/30/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2008

Series 4 - Registered Options Principal Examination

BC

Issued 12/09/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2006

Series 3 - National Commodity Futures Examination

BC

Issued 10/18/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/19/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jon Christopher Greene.
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