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Jonathan Douglas Green

BROOK CAPITAL PARTNERS, LLC·WAKEFIELD, Massachusetts
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301 EDGEWATER PLACE,, WAKEFIELD, MA 01880CRD# 4924649Firm CRD# 167462
01

About

Jonathan Douglas Green is a registered financial advisor based in WAKEFIELD, Massachusetts, affiliated with BROOK CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
424 CAPITAL, LLC
424 CAPITAL, LLC
AUM
$298M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at 424 CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4924649
Firm CRD# 167462
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Douglas Green offer?
Jonathan Douglas Green specializes in Retirement Planning. Contact their office in WAKEFIELD, Massachusetts for a consultation.
What are Jonathan Douglas Green's credentials?
Jonathan Douglas Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Douglas Green located?
Jonathan Douglas Green is based in WAKEFIELD, Massachusetts, working with BROOK CAPITAL PARTNERS, LLC. Their office serves clients in the WAKEFIELD metropolitan area and surrounding communities.
How does Jonathan Douglas Green charge for services?
Jonathan Douglas 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 BROOK CAPITAL PARTNERS, LLC?
BROOK CAPITAL PARTNERS, LLC has approximately 21 employees and manages $298M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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