Jordan Green (CRD# 7426023) is an Investment Advisor Representative working at Mariner Independent in Austin, TX and has over 2 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Independent Advisor Network, LLC | Sacramento, CA | Aug 2022 - Current | 1 |
| Lpl Financial | Austin, TX | Jul 2022 - Current | 1 |
| Strategic Wealth Advisors Group | Sacramento, CA | Jul 2022 - Aug 2022 | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2022 - Jun 2022 | < 1 |
| Thrivent Advisor Network Dba 49 Financial | Austin, TX | Mar 2022 - Jun 2022 | < 1 |
| Charles Schwab | Austin, TX | Nov 2021 - Feb 2022 | < 1 |
| Unemployed | Austin, TX | Aug 2021 - Nov 2021 | < 1 |
| The Alliance Nutrition | Austin, TX | Jan 2019 - Aug 2021 | 2 |
| Texas State University | San Marcos, TX | May 2017 - Aug 2020 | 3 |
| Westlake High School | Austin, TX | Feb 2012 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2022 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- TX
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Total Assets Under Management8,147MILLIONS
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Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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