Adam Green, financial advisor Los Altos CA
93 score

Adam Green

CRD Number: 5333490
Current Firm: J.p. Morgan Securities LLC

Adam Green (CRD# 5333490) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Altos, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC San Jose, CA Oct 2014 - Current 2
Massmutual Life Insurance Company San Jose, CA Dec 2013 - Oct 2014 < 1
Mml Investors Services LLC San Jose, CA Dec 2013 - Oct 2014 < 1
Oracle Redwood City, CA Mar 2013 - Dec 2013 < 1
Metlife Securities Inc. San Jose, CA May 2010 - Jun 2013 3
Paychex San Jose, CA Dec 2009 - May 2010 < 1
Metlife Securities Inc. San Jsoe, CA Feb 2008 - Jan 2010 1
New York Life San Jose, CA Nov 2007 - Jan 2008 < 1
Metlife Securities I Nc San Jose, CA Oct 2007 - Nov 2007 < 1
Morgan Stanley & Company, Inc. Cupertino, CA Apr 2007 - Sep 2007 < 1
At&t San Jose, CA Mar 2004 - Apr 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Adam C. Green
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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