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Jonathan Douglas Green

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Douglas Green · WAKEFIELD, MA
Registration
CRD #4924649 · BROOK CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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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Other Advisors at BROOK CAPITAL PARTNERS, LLC

Kyle Daniel Stanbro
WAKEFIELD, MA
Brennan Mulcahey
WAKEFIELD, MA
Frederic Halsey Morris
WAKEFIELD, MA
Edward Cary Williams
WAKEFIELD, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
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Research
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