Jeffrey C. Green

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CRD#: 5822295

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.

Jeffrey Charles Green, who also goes by Jeff Green, Jeffrey C Green, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2025. Jeffrey had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Jeff Green | Jeffrey C Green

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

December 3, 2025 - February 6, 2026

VERTIS WEALTH, LLC

RIA

CRD#: 307270

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERTIS WEALTH, LLC

TRIFOUND ADVISORY LLC | VERTIS WEALTH, LLC | TRIFOUND ADVISORY, LLC

CRD#: 307270 / SEC#: 801-132579

RIA

Registered Investment Advisory firm - (4/28/2025 Approved)

Alabama

Registered Investment Advisory firm - (5/27/2025 Terminated)

Arkansas

Registered Investment Advisory firm - (5/29/2025 Terminated)

Florida

Registered Investment Advisory firm - (5/27/2025 Terminated)

Georgia

Registered Investment Advisory firm - (5/28/2025 Terminated)

Illinois

Registered Investment Advisory firm - (5/27/2025 Terminated)

Indiana

Registered Investment Advisory firm - (5/28/2025 Terminated)

Michigan

Registered Investment Advisory firm - (6/5/2025 Terminated)

New Jersey

Registered Investment Advisory firm - (5/2/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/28/2025 Terminated)

Tennessee

Registered Investment Advisory firm - (5/27/2025 Terminated)

Texas

Registered Investment Advisory firm - (5/27/2025 Terminated)

Washington

Registered Investment Advisory firm - (6/27/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Current Firm

VERTIS WEALTH, LLC

TRIFOUND ADVISORY LLC | VERTIS WEALTH, LLC | TRIFOUND ADVISORY, LLC

CRD#: 307270 / SEC#: 801-132579

RIA

Registered Investment Advisory firm - (4/28/2025 Approved)

Alabama

Registered Investment Advisory firm - (5/27/2025 Terminated)

Arkansas

Registered Investment Advisory firm - (5/29/2025 Terminated)

Florida

Registered Investment Advisory firm - (5/27/2025 Terminated)

Georgia

Registered Investment Advisory firm - (5/28/2025 Terminated)

Illinois

Registered Investment Advisory firm - (5/27/2025 Terminated)

Indiana

Registered Investment Advisory firm - (5/28/2025 Terminated)

Michigan

Registered Investment Advisory firm - (6/5/2025 Terminated)

New Jersey

Registered Investment Advisory firm - (5/2/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/28/2025 Terminated)

Tennessee

Registered Investment Advisory firm - (5/27/2025 Terminated)

Texas

Registered Investment Advisory firm - (5/27/2025 Terminated)

Washington

Registered Investment Advisory firm - (6/27/2025 Terminated)

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Contact information

Main Address

107 W. Michigan Ave. Unit 3, Kalamazoo, MI 49007

Mailing Address

Phone number

(774) 874-3686

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERTIS WEALTH, LLC ADV PART 2A FIRM BROCHURE (8/27/2025)

Regulatory assets under management

Total Number of Accounts	1,850
AUM (Assets Under Management)	$ 115,077,651

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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Firm Stability Insights

Jeffrey C. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VERTIS WEALTH, LLC

Primary Firm SEC Registration

VERTIS WEALTH, LLC

State Registrations and Notice Filings

Exams

Current Firm

VERTIS WEALTH, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERTIS WEALTH, LLC

TRUST BUT VERIFY

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