Jack Green (CRD# 4397415) is an Investment Advisor Representative working at Anacapa Financial, LLC in Ventura, CA and has over 22 years of experience in the finance industry. Jack Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2019 - Current | 4 |
| Anacapa Financial, LLC | Ventura, CA | Oct 2019 - Current | 4 |
| Pacific West Real Estate Company | Ventura, CA | Sep 2016 - Current | 7 |
| Lpl Financial LLC | Ventura, CA | Jun 2008 - Oct 2019 | 11 |
| Mainely Investments Inc. | Ventura, CA | Sep 2015 - Sep 2016 | 1 |
| Jeff Crocker Real Estate Broker | Ventura, CA | Mar 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
- CA
- TX
-
Total Assets Under Management60MILLIONS
-
Total Number of Accounts363ACCOUNTS
-
Average Account Value$166,589
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TX
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