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Jonathan Israel Green

TARGETED FINANCIAL SERVICES, LLC·HOLMDEL, New Jersey
Unclaimed Profile
960 HOLMDEL ROAD, HOLMDEL, NJ 07733CRD# 4160205Firm CRD# 129049
01

About

Jonathan Israel Green is a registered financial advisor based in HOLMDEL, New Jersey, affiliated with TARGETED FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TARGETED FINANCIAL SERVICES, LLC
TARGETED FINANCIAL SERVICES, LLC
AUM
$283M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TARGETED FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4160205
Firm CRD# 129049
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Israel Green offer?
Jonathan Israel Green specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLMDEL, New Jersey for a consultation.
What are Jonathan Israel Green's credentials?
Jonathan Israel Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Israel Green located?
Jonathan Israel Green is based in HOLMDEL, New Jersey, working with TARGETED FINANCIAL SERVICES, LLC. Their office serves clients in the HOLMDEL metropolitan area and surrounding communities.
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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Other advisors in HOLMDEL
Christian Markus Zugel — ZAIS GROUP LLCKaren L Shapiro — ZAIS GROUP LLCOfer Ephraim Gabbay — TARGETED FINANCIAL SERVICES, LLCFrank Thomas Corrado — BLUE BLAZE FINANCIAL ADVISORS, LLCFrank John Corrado — BLUE BLAZE FINANCIAL ADVISORS, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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