Jared Everett Green
Investment adviser representative at Hb Wealth
12 yearsExperience
1 stateRegistered in
$30.2BFirm assets
4 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
Experience
12 years in the industry.
- Hb WealthSep 2025 to now
- Hb Wealth Management, LLCAug 2025 to now
- J.P. Morgan Securities LLCJul 2024 to Jul 2025
- JPMorgan Chase Bank, N.A.Jul 2024 to Jul 2025
- UnemployedMay 2024 to Jul 2024
- JPMorgan Chase Bank, N.A.Jun 2023 to Aug 2023
- Bdo USA, P.C.Jun 2022 to Aug 2022
- Camp LaneyJul 2021 to Aug 2021
- Wake Forest UniversityAug 2020 to May 2024
- Life Time FitnessDec 2019 to Jul 2020
- UnemployedJul 2014 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 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
- 7953889
- Firm CRD
- 316731