JG
Jeffery W. Greene
FAMILY CAPITAL MANAGEMENT
Grand Rapids, MI 49503
Some features on this profile are disabled
CRD#: 6236468
JG
Professional summary
Jeffery William Greene is a registered financial advisor currently at FAMILY CAPITAL MANAGEMENT located in Grand Rapids, Michigan.
Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jeffery has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery William Greene's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 29, 2017 - Present
FAMILY CAPITAL MANAGEMENT
Office #1: 168 Louis Campau Promenade Nw, Suite 500, Grand Rapids, MI 49503RIA
CRD#: 111230
Grand Rapids, MI
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".
FC
FAMILY CAPITAL MANAGEMENT
FAMILY CAPITAL MANAGEMENT | PAUL DAMON & ASSOCIATES, INC. | FAMILY WEALTH ADVISORS | FAMILY CAPITAL MANAGEMENT, INC.
CRD#: 111230 / SEC#: 801-110407
RIA
Registered Investment Advisory firm - (5/2/2017 Approved)Michigan
Registered Investment Advisory firm - (5/31/2017 Terminated)Ohio
Registered Investment Advisory firm - (5/17/2017 Terminated)Texas
Registered Investment Advisory firm - (5/16/2017 Terminated)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
Michigan(8/29/2017)
Current Firm
FC
FAMILY CAPITAL MANAGEMENT
FAMILY CAPITAL MANAGEMENT | PAUL DAMON & ASSOCIATES, INC. | FAMILY WEALTH ADVISORS | FAMILY CAPITAL MANAGEMENT, INC.
CRD#: 111230 / SEC#: 801-110407
RIA
Registered Investment Advisory firm - (5/2/2017 Approved)Michigan
Registered Investment Advisory firm - (5/31/2017 Terminated)Ohio
Registered Investment Advisory firm - (5/17/2017 Terminated)Texas
Registered Investment Advisory firm - (5/16/2017 Terminated)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
168 Louis Campau Promenade Nw, Suite 500, Grand Rapids, MI 49503
Mailing Address
Phone number
(616) 774-4560
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,322 |
| AUM (Assets Under Management) | $ 435,118,171 |
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
FAMILY CAPITAL MANAGEMENT
CRD#: 111230Grand Rapids, MI 49503TRUST BUT VERIFY
Monitor Jeffery Greene
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
