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Jordan Jeffrey Green

NORTH AMERICAN WEALTH MANAGEMENT, LLC·STONE HARBOR, New Jersey
Clean recordNORTH AMERICAN WEALTH MANAGEMENT, LLC
216 108TH ST, STONE HARBOR, NJ 08247CRD# 7118242Firm CRD# 317690

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jordan Jeffrey Green · STONE HARBOR, NJ
Registration
CRD #7118242 · NORTH AMERICAN WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jordan Jeffrey Green is a registered financial advisor based in STONE HARBOR, New Jersey, affiliated with NORTH AMERICAN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NORTH AMERICAN WEALTH MANAGEMENT, LLC
NORTH AMERICAN WEALTH MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at NORTH AMERICAN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7118242
Firm CRD# 317690
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jordan Jeffrey Green offer?
Jordan Jeffrey Green specializes in Financial Planning, Investment Management. Contact their office in STONE HARBOR, New Jersey for a consultation.
What are Jordan Jeffrey Green's credentials?
Jordan Jeffrey Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jordan Jeffrey Green located?
Jordan Jeffrey Green is based in STONE HARBOR, New Jersey, working with NORTH AMERICAN WEALTH MANAGEMENT, LLC. Their office serves clients in the STONE HARBOR metropolitan area and surrounding communities.
How does Jordan Jeffrey Green charge for services?
Jordan Jeffrey 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 NORTH AMERICAN WEALTH MANAGEMENT, LLC?
NORTH AMERICAN WEALTH MANAGEMENT, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
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Research
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