Jonathan I. Green

Fair Haven, NJ

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CRD#: 4160205

Professional summary

Jonathan Israel Green, CFP® was a registered financial advisor .

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jonathan had worked at 5 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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.

D.J. Stable, LLC; not investment related; 900 Route 9 North, Woodbridge, NJ 07095; thoroughbred racing and breeding; General Manager; 08/1992; duties include communicating with partners, evaluating thoroughbred matings, horse management, and corresponding with trainers, veterinarians, and other horsemen. Approximately 100 hours per month. Jobel Management; not investment related; Woodbridge, NJ; sales and marketing-related activities; Sales; 06/1995; approximately 10 hours per month; duties include providing marketing insight and utilizing real estate experience; receives annual compensation

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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

September 21, 2026 - Present

Fair Haven, NJ

Past

May 1, 2006 - April 12, 2012

TRIAD ADVISORS LLC

RIA

CRD#: 25803

HOLMDEL, NJ

Past

April 26, 2006 - July 1, 2019

TRIAD ADVISORS LLC

CRD#: 25803

HOLMDEL, NJ

Past

October 24, 2005 - April 26, 2006

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

WOODBRIDGE, NJ

Past

February 20, 2004 - October 24, 2005

C. J. M. PLANNING CORP.

CRD#: 5698

POMPTON LAKES, NJ

Past

December 2, 2003 - July 8, 2019

TARGETED FINANCIAL SERVICES, LLC

RIA

CRD#: 129049

HOLMDEL, NJ

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(9/21/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 8/10/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 11/23/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 2/19/2004

General Securities Representative Examination

Current firm

No current employment

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.

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Jonathan I. Green

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRIAD ADVISORS LLC

TRIAD ADVISORS LLC

CETERA FINANCIAL SPECIALISTS LLC

C. J. M. PLANNING CORP.

TARGETED FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Passed: 8/10/2004

Series 66

Passed: 11/23/1999

SIE

Passed: 10/1/2018

Series 7

Passed: 2/19/2004

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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