Joanna Ayers Greene
Investment adviser representative at Mag Cap
12 yearsExperience
1 stateRegistered in
$1.7BFirm assets
8 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 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
12 years in the industry.
- Mag CapJul 2026 to now
- Magnolia Capital AdvisorsJul 2026 to now
- Edward JonesDec 2020 to Jul 2026
- Mississippi Periodontic Specialists GroupDec 2019 to Dec 2020
- Deep South PopsJun 2018 to Nov 2019
- BarrelhouseMar 2018 to Jun 2018
- East Brandon Coffee FactoryApr 2017 to Mar 2018
- Cups Espresso CafeOct 2015 to Apr 2017
- NannyAug 2015 to Dec 2019
- Belhaven UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MS).
Mag Cap
Legal name: Magnolia Capital Advisors LLC
$1.7BAssets managed
1,566Clients
16Advisers
8 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
- 7319191
- Firm CRD
- 298398