Jacob T. Green

GREEN TREE WEALTH,

BEND, OR 97703

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CRD#: 7533153

Professional summary

Jacob Thomas Green is a registered financial advisor currently at GREEN TREE WEALTH, INC located in Bend, Oregon.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jacob has worked at 2 firms 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.

Jacob Green Sole Proprietor; insurance agent; investment-related; 937 NW Newport Ave, Suite 211, Bend, OR 97703; planning and insurance business; Founder; started 6/1/2014; 20 hours per month devoted to this business; 15 hours per month devoted to this business during securities trading hours; duties: selling Annuities, Life and Health Insurance. Jacob Green Sole Proprietor; investment-related; 2323 NW Great Place, Bend, IR 97703; Medicare insurance business; Agent; started 6/15/2005; 5 hours per month devoted to this business; 5 hours per month devoted to this business during securities trading hours; duties: selling out-of-state Medicare insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Thomas Green'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®

None

Experience

Current

June 21, 2024 - Present

GREEN TREE WEALTH, INC

Office #1: 937 Nw Newport Ave Suite 211, Bend, OR 97703

RIA

CRD#: 331662

BEND, OR

Past

April 6, 2022 - June 26, 2024

EDGEROCK WEALTH MANAGEMENT

RIA

CRD#: 312325

BEND, OR

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

Oregon
(6/21/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 2/23/2022

Uniform Investment Adviser Law Examination

Current Firm

GREEN TREE WEALTH, INC

CRD#: 331662 / SEC#:

Oregon

Registered Investment Advisory firm - (6/21/2024 Approved)

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Contact information

Main Address

937 Nw Newport Ave Suite 211, Bend, OR 97703

Mailing Address

Phone number

(541) 550-7443

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jacob T. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Thomas Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREEN TREE WEALTH, INC

EDGEROCK WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/2022

Current Firm

GREEN TREE WEALTH, INC

Contact information

Documents

Red Flags

Company Information

GREEN TREE WEALTH, INC

TRUST BUT VERIFY

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