JG
Josiah Green
OODA QUANTUM CAPITAL
Ames, IA
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CRD#: 8203684
JG
Josiah GreenOODA QUANTUM CAPITAL
Professional summary
Josiah Green is a registered financial advisor currently at OODA QUANTUM CAPITAL, LLC located in Ames, Iowa.
Josiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Josiah has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
Name: Big House Enterprise; Not Investment Related; Address: 6701 Corporate Drive #4153, Johnston, IA 50131; Nature of the business: Web development agency & consultancy; Your position & title/relationship to the other business: Co-owner; Start date: December 2025; Approximate number of hours/month you devote to the other business: 20 hours; Number of hours you devote to the other business during securities trading hours: 0 hours; Briefly describe your duties related to the other business: Building and consulting for websites and associated technology. Name: Josiah Green Products and Services; Not Investment Related; Address: 3728 Pleasant View Rd Ames, IA 50014; Consulting and administrative support services to religious, humanitarian, and nonprofit organizations, primarily on a volunteer basis with occasional compensation. Also performs independent gig work, including delivery services through Shipt for Target and other major retailers; Your position & title/relationship to the other business: Sole-proprietor; Start date: April 2026; Approximate number of hours/month you devote to the other business: 5 hours; Number of hours you devote to the other business during securities trading hours: 0 hours; Briefly describe your duties related to the other business: Current activities include providing engineering, organizational, and administrative guidance in a non-investment capacity, to nonprofits and driving delivery services.
CRS (Client Relationship Summary) - RIA
Click below to view Josiah 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®
NoneExperience
Current
August 7, 2026 - Present
OODA QUANTUM CAPITAL, LLC
RIA
CRD#: 339749
Ames, IA
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
Iowa(8/7/2026)
Current Firm
OQ
OODA QUANTUM CAPITAL, LLC
OODA QUANTUM CAPITAL, LLC
CRD#: 339749 / SEC#:
Iowa
Registered Investment Advisory firm - (6/26/2026 Approved)Loading...
Contact information
Main Address
6701 Corporate Drive # 4155, Johnston, IA 50131
Mailing Address
Phone number
(267) 688-7825
Established
Firm type
Fiscal year end
# of Employees
4
0
Red Flags
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