Unclaimed Profile

Lewis Stephen Younger

GREEN WEALTH MANAGEMENT, LLC·SALEM, Oregon

Series 65Clean record14 years registeredGREEN WEALTH MANAGEMENT, LLC

2150 COMMERCIAL STREET SE, SALEM, OR 97302CRD# 5627152Firm CRD# 139587

Profile Verification

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

Identity

Lewis Stephen Younger · SALEM, OR

Registration

CRD #5627152 · GREEN WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GREEN WEALTH MANAGEMENT, LLC

GREEN NEWTON JAMISON

Jun 2012 – Oct 2019

SALEM, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 15, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JAMISON HANSON ADVISORS LLC

CRD 139587 · SEC 801-113286

AUM

$168M

Regulatory assets under management

Employees

391 client accounts

Services offered by JAMISON HANSON ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JAMISON HANSON ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Lewis Stephen Younger offer?

Lewis Stephen Younger specializes in Financial Planning, Investment Management, Wealth Management.

What are Lewis Stephen Younger's credentials?

Lewis Stephen Younger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lewis Stephen Younger located?

Lewis Stephen Younger is based in SALEM, Oregon, last registered with GREEN WEALTH MANAGEMENT, LLC.

How does Lewis Stephen Younger charge for services?

Lewis Stephen Younger'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 GREEN WEALTH MANAGEMENT, LLC?

GREEN WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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