Johnathan Reeves Greene
Investment adviser representative at D.A. Davidson & Co.
14 yearsExperience
2 statesRegistered in
$41.8BFirm assets
32 yearsFirm in business
Are you Johnathan Reeves Greene? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- D.A. Davidson & Co.Aug 2017 to now
- UnemployedDec 2016 to Aug 2017
- Ing Direct Investing, Inc.Mar 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6029142
- Firm CRD
- 199