Unclaimed Profile

Jamie Dorann Greenleaf

GREENLEAF ADVISORS LLC·RED BANK, New Jersey

SIE, Series 7, Series 26, Series 63Clean record24 years registeredGREENLEAF ADVISORS LLC

286 BROAD STREET, RED BANK, NJ 07701CRD# 2288944Firm CRD# 172332

Profile Verification

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

Identity

Jamie Dorann Greenleaf · RED BANK, NJ

Registration

CRD #2288944 · GREENLEAF ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GREENLEAF ADVISORS LLC

ONEDIGITAL INVESTMENT ADVISORS

Apr 2020 – Oct 2024

Rumson, NJ

GREENLEAF ADVISORS

Aug 2014 – Dec 2022

RED BANK, NJ

FINANCIAL TELESIS, INC.

Jul 2008 – Oct 2014

RED BANK, NJ

UBS FINANCIAL SERVICES INC.

Jul 2002 – Feb 2005

RED BANK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 26

Series 63

Registration record

First registered · July 23, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREENLEAF ADVISORS LLC

CRD 172332 · SEC 801-80155

AUM

$900M

Regulatory assets under management

Employees

58 client accounts

Services offered by GREENLEAF ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at GREENLEAF ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jamie Dorann Greenleaf offer?

Jamie Dorann Greenleaf specializes in Investment Management.

What are Jamie Dorann Greenleaf's credentials?

Jamie Dorann Greenleaf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jamie Dorann Greenleaf located?

Jamie Dorann Greenleaf is based in RED BANK, New Jersey, last registered with GREENLEAF ADVISORS LLC.

How does Jamie Dorann Greenleaf charge for services?

Jamie Dorann Greenleaf's firm is compensated through percentage of aum, subscription fees, other: fee split with underlying manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREENLEAF ADVISORS LLC?

GREENLEAF ADVISORS LLC has approximately 6 employees and manages $900M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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