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JG

Jason T. Green

Some features on this profile are disabled
CRD#: 2066514
JG

Professional summary

Jason Taylor Green was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jason is a previously registered financial advisor and started their career in finance in 1990. Prior to being barred, Jason had worked at 2 firms, which includes STANFORD GROUP COMPANY, KEOGLER MORGAN & COMPANY INC..

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

May 22, 2002 - April 2, 2009

STANFORD GROUP COMPANY

RIA
CRD#: 39285
BATON ROUGE, LA
Past

February 22, 1996 - April 2, 2009

STANFORD GROUP COMPANY

BD
CRD#: 39285
BATON ROUGE, LA
Past

June 25, 1990 - February 29, 1996

KEOGLER, MORGAN & COMPANY, INC.

BD
CRD#: 16546
ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 10/28/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/21/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/21/1990
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/27/2004
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/24/1996
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/25/1996
General Securities Principal Examination

Current Firm

SG
STANFORD GROUP COMPANY
SGC | TEXAS STANFORD GROUP COMPANY (FN) | TEXAS STANFORD GROUP COMPANY | STANFORD GROUP COMPANY, A TEXAS CORPORATION | STANFORD GROUP COMPANY OF TEXAS, INC. | STANFORD GROUP COMPANY OF TEXAS | STANFORD GROUP COMPANY OF FLORIDA | STANFORD GROUP COMPANY INC. | STANFORD GROUP COMPANY (TEXAS) | STANFORD GROUP COMPANY

CRD#: 39285 / SEC#: 801-50374, 8-48611

BD
Terminated by SEC on 10/25/2025
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Contact information

Main Address
16000 Barkers Point Ln, Suite 170, Houston, TX 77079
Mailing Address
Phone number
Established
Texas since 07/21/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
STANFORD GROUP HOLDINGS INC.OWNER
JANVEY, RALPH STEVENRECEIVER ONLY NOT CCO / CHIEF COMPLIANCE OFFICER

Disclosures

Regulatory Event5
Civil Event1
Arbitration4

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STANFORD GROUP COMPANY

CRD#: 39285

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