Jameson A. Greenfield
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.
Jameson Alan Greenfield, who also goes by Jameson Alan Greenfileld, was a registered financial professional .
Jameson is a previously registered financial professional and started their career in finance in 2018. Jameson had worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 30, 2018 - August 21, 2020
SMEAD CAPITAL MANAGEMENT, INC.
July 24, 2018 - April 2, 2020
ALPS DISTRIBUTORS, INC.
Primary Firm SEC Registration
SMEAD CAPITAL MANAGEMENT, INC.
CRD#: 143567 / SEC#: 801-67839
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SMEAD CAPITAL MANAGEMENT, INC.
CRD#: 143567 / SEC#: 801-67839
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 131 |
| AUM (Assets Under Management) | $ 7,168,225,918 |
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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