Jackie D. Green
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jackie Daugherty Green, who also goes by Jacqueline Jeane Daugherty, was a registered financial professional .
Jackie is a previously registered financial professional and started their career in finance in 2000. Jackie had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 11, 2017 - December 7, 2018
GREEN INVESTMENT MANAGEMENT, INC.
August 31, 2000 - December 31, 2016
GREEN INVESTMENT MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
GREEN INVESTMENT MANAGEMENT, INC.
CRD#: 109695 / SEC#: 801-21093
Contact information
Regulatory assets under management
| Total Number of Accounts | 137 |
| AUM (Assets Under Management) | $ 70,895,075 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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