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JG

James W. Green

FORTITUDE FINANCIAL LLC
Spokane, WA 99202
Some features on this profile are disabled
CRD#: 7823829
JG

Professional summary

James W Green, who also goes by James Green, is a registered financial advisor currently at FORTITUDE FINANCIAL LLC located in Spokane, Washington and LPL FINANCIAL LLC located in Spokane, Washington.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. James has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

James 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) - RIA

Click below to view James W Green'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

March 18, 2025 - Present

FORTITUDE FINANCIAL LLC

Office #1: 123 East 2nd Avenue, Spokane, WA 99202
RIA
CRD#: 313235
Spokane, WA
Current

January 22, 2026 - Present

LPL FINANCIAL LLC

Office #1: 123 E 2nd Ave, Spokane, WA 99202
RIA
BD
CRD#: 6413
Spokane, WA

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".
FF
FORTITUDE FINANCIAL LLC
FORTITUDE FINANCIAL | FORTITUDE FINANCIAL LLC

CRD#: 313235 / SEC#: 801-120732

RIA
Registered Investment Advisory firm - (4/8/2021 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Arizona
(5/19/2025)
IAR
California
(4/15/2025)
IAR
Idaho
(4/15/2025)
RR
Idaho
(1/22/2026)
IAR
Nevada
(4/16/2025)
IAR
Oregon
(4/15/2025)
IAR
Texas
(3/18/2025)
IAR
Washington
(3/18/2025)
RR
Washington
(1/22/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/15/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/18/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/22/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/19/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FORTITUDE FINANCIAL LLC
FORTITUDE FINANCIAL | FORTITUDE FINANCIAL LLC

CRD#: 313235 / SEC#: 801-120732

RIA
Registered Investment Advisory firm - (4/8/2021 Approved)
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Contact information

Main Address
123 East 2nd Avenue, Spokane, WA 99202
Mailing Address
Phone number
(509) 931-1199
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/7/2025)
FORM ADV PART 2A WRAP FEE BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts1,821
AUM (Assets Under Management)$ 270,125,810

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

FORTITUDE FINANCIAL LLC

CRD#: 313235Spokane, WA 99202

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