Claim Profile
JG

Jason Allyn Green

HALLADOR INVESTMENT ADVISORS, INC.·INCLINE VILLAGE, Nevada
Unclaimed Profile
940 SOUTHWOOD BLVD., INCLINE VILLAGE, NV 89451CRD# 5862324Firm CRD# 141335
01

About

Jason Allyn Green is a registered financial advisor based in INCLINE VILLAGE, Nevada, affiliated with HALLADOR INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
HALLADOR INVESTMENT ADVISORS, INC.
HALLADOR INVESTMENT ADVISORS, INC.
AUM
$307M
Regulatory assets under management
Employees
10
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5862324
Firm CRD# 141335
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in INCLINE VILLAGE?

Browse all registered financial advisors in INCLINE VILLAGE, Nevada or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jason Allyn Green offer?
Jason Allyn Green specializes in Investment Management, Retirement Planning. Contact their office in INCLINE VILLAGE, Nevada for a consultation.
What are Jason Allyn Green's credentials?
Jason Allyn Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Allyn Green located?
Jason Allyn Green is based in INCLINE VILLAGE, Nevada, working with HALLADOR INVESTMENT ADVISORS, INC.. Their office serves clients in the INCLINE VILLAGE metropolitan area and surrounding communities.
How does Jason Allyn Green charge for services?
Jason Allyn Green's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HALLADOR INVESTMENT ADVISORS, INC.?
HALLADOR INVESTMENT ADVISORS, INC. has approximately 10 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty