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Aaron Michael Green

KENNON-GREEN & COMPANY, LLC·NEWPORT BEACH, California
Series 65Clean record9 years registeredKENNON-GREEN & COMPANY, LLC
520 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-7037CRD# 6686256Firm CRD# 284713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Michael Green · NEWPORT BEACH, CA
Registration
CRD #6686256 · KENNON-GREEN & COMPANY, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

KENNON-GREEN & CO.
Sep 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 21, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KENNON-GREEN & COMPANY, LLC
CRD 284713 · SEC 801-126091
AUM
$130M
Regulatory assets under management
Employees
4
264 client accounts
Services offered by KENNON-GREEN & COMPANY, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KENNON-GREEN & COMPANY, LLC →
Introduction

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05

Frequently Asked Questions

What services does Aaron Michael Green offer?
Aaron Michael Green specializes in Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Aaron Michael Green's credentials?
Aaron Michael Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Michael Green located?
Aaron Michael Green is based in NEWPORT BEACH, California, working with KENNON-GREEN & COMPANY, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Aaron Michael Green charge for services?
Aaron Michael Green's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KENNON-GREEN & COMPANY, LLC?
KENNON-GREEN & COMPANY, LLC has approximately 4 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KENNON-GREEN & COMPANY, LLC

Joshua Allan Kennon
NEWPORT BEACH, CA

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