Jeffery William Greene
Investment adviser representative at Family Capital Management
19 yearsExperience
1 stateRegistered in
$435.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Family Capital ManagementJul 2017 to now
- Jw Greene & Associates LLCAug 2013 to now
- Action Fabricators, Inc.Apr 2007 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
Family Capital Management
Legal name: Family Capital Management, Inc.
$435.1MAssets managed
499Clients
4Advisers
9 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
- 6236468
- Firm CRD
- 111230