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JG

Joanna A. Greene

MAG CAP
RIDGELAND, MS 39157
Some features on this profile are disabled
CRD#: 7319191
JG
Joanna Ayers GreeneMAG CAP

Professional summary

Joanna Ayers Greene, who also goes by Brittany Joanna Ayers, Joanna Brittany Ayers, is a registered financial advisor currently at MAG CAP located in Ridgeland, Mississippi.

Joanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joanna has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Brittany Joanna Ayers | Joanna Brittany Ayers

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.
Notarizing Madison, MS Start date: 1/20/2026 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joanna Ayers Greene's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 24, 2026 - Present

MAG CAP

Office #1: 1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157
RIA
CRD#: 298398
RIDGELAND, MS
Past

June 4, 2026 - July 17, 2026

EDWARD JONES

RIA
CRD#: 250
MADISON, MS
Past

November 24, 2025 - July 17, 2026

EDWARD JONES

BD
CRD#: 250
MADISON, MS

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".
MC
MAG CAP
ATALA FINANCIAL | MILESTONE INVESTMENT GROUP | MAGNOLIA CAPITAL ADVISORS, LLC | MAGNOLIA CAPITAL ADVISORS LLC | MAGNOLIA CAPITAL ADVISORS D/B/A MAG CAP | MAG CAP ADVISORS | MAG CAP

CRD#: 298398 / SEC#: 801-114023

RIA
Registered Investment Advisory firm - (9/21/2018 Approved)

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
Mississippi
(7/24/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/2/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/24/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/28/2025
Securities Industry Essentials Examination

Current Firm

MC
MAG CAP
ATALA FINANCIAL | MILESTONE INVESTMENT GROUP | MAGNOLIA CAPITAL ADVISORS, LLC | MAGNOLIA CAPITAL ADVISORS LLC | MAGNOLIA CAPITAL ADVISORS D/B/A MAG CAP | MAG CAP ADVISORS | MAG CAP

CRD#: 298398 / SEC#: 801-114023

RIA
Registered Investment Advisory firm - (9/21/2018 Approved)
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Contact information

Main Address
1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157
Mailing Address
Phone number
(601) 362-5872
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MAG CAP FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts3,743
AUM (Assets Under Management)$ 1,482,714,109

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

MAG CAP

CRD#: 298398Ridgeland, MS 39157

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