Unclaimed Profile

Jackie Daugherty Green

GREEN INVESTMENT MANAGEMENT INC·FORT WORTH, Texas

Series 65Clean record25 years registeredGREEN INVESTMENT MANAGEMENT INC

309 WEST 7TH STREET, FORT WORTH, TX 76102CRD# 4348141Firm CRD# 109695

Profile Verification

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

Identity

Jackie Daugherty Green · FORT WORTH, TX

Registration

CRD #4348141 · GREEN INVESTMENT MANAGEMENT INC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GREEN INVESTMENT MANAGEMENT INC

GREEN INVESTMENT MANAGEMENT, INC.

Jan 2017 – Dec 2018

FORT WORTH, TX

GREEN INVESTMENT MANAGEMENT INC

Aug 2000 – Dec 2016

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 31, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREEN INVESTMENT MANAGEMENT, INC.

CRD 109695 · SEC 801-21093

AUM

$72M

Regulatory assets under management

Employees

454 client accounts

Services offered by GREEN INVESTMENT MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GREEN INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jackie Daugherty Green offer?

Jackie Daugherty Green specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Jackie Daugherty Green's credentials?

Jackie Daugherty Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jackie Daugherty Green located?

Jackie Daugherty Green is based in FORT WORTH, Texas, last registered with GREEN INVESTMENT MANAGEMENT INC.

How does Jackie Daugherty Green charge for services?

Jackie Daugherty Green's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREEN INVESTMENT MANAGEMENT INC?

GREEN INVESTMENT MANAGEMENT INC has approximately 7 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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