Unclaimed Profile

Jonathan Israel Green

TARGETED FINANCIAL SERVICES, LLC·HOLMDEL, New Jersey

SIE, Series 7, Series 63, Series 66CFPClean record22 years registeredTARGETED FINANCIAL SERVICES, LLC

960 HOLMDEL ROAD, HOLMDEL, NJ 07733CRD# 4160205Firm CRD# 129049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Israel Green · HOLMDEL, NJ

Registration

CRD #4160205 · TARGETED FINANCIAL SERVICES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TARGETED FINANCIAL SERVICES, LLC

TRIAD ADVISORS, INC.

May 2006 – Apr 2012

HOLMDEL, NJ

TARGETED FINANCIAL SERVICES, LLC

Dec 2003 – Jul 2019

HOLMDEL, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · December 2, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TARGETED FINANCIAL SERVICES, LLC

CRD 129049 · SEC 801-62542

AUM

$283M

Regulatory assets under management

Employees

397 client accounts

Services offered by TARGETED FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TARGETED FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Israel Green offer?

Jonathan Israel Green specializes in Financial Planning, Investment Management, Wealth Management.

What are Jonathan Israel Green's credentials?

Jonathan Israel Green holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan Israel Green located?

Jonathan Israel Green is based in HOLMDEL, New Jersey, last registered with TARGETED FINANCIAL SERVICES, LLC.

How does Jonathan Israel Green charge for services?

Jonathan Israel Green's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TARGETED FINANCIAL SERVICES, LLC?

TARGETED FINANCIAL SERVICES, LLC has approximately 4 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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