Jordan Brandon Green
Investment adviser representative at Private Advisor Group, LLC
14 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 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 feeOther
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.
- Private Advisor Group, LLCJun 2026 to now
- LPL FinancialJul 2022 to now
- Mariner Independent Advisor Network, LLCAug 2022 to Jul 2026
- Strategic Wealth Advisors GroupJul 2022 to Aug 2022
- Purshe Kaplan Sterling InvestmentsMar 2022 to Jun 2022
- Thrivent Advisor Network dba 49 FinancialMar 2022 to Jun 2022
- Charles SchwabNov 2021 to Feb 2022
- UnemployedAug 2021 to Nov 2021
- The Alliance NutritionJan 2019 to Aug 2021
- Texas State UniversityMay 2017 to Aug 2020
- Westlake High SchoolFeb 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 7426023
- Firm CRD
- 155216