Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Brandon Green is a registered investment advisor representative with Mariner Independent. Jordan has been in the financial services industry since 2022. Jordan has licenses in Arizona, California, North Carolina, Oregon, Tennessee, and Texas. Jordan has experience working with a wide variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jordan offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
07/26/2022 - Present
Mariner Independent (Austin TX)
TX
04/01/2022 - 06/28/2022
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
IA
Issued 05/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jordan Green is the right advisor for you? Invested Better is here to help.
