Jacob Greene

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About Jacob Greene

Jacob Greene is originally from Knoxville, TN and is a graduate of The University of Tennessee with degrees in Psychology and Philosophy. His desire as a financial planner is to help people avoid the financial pitfalls that cause them unnecessary stress in their lives and to help them navigate through major life events. Having served hundreds of families, he has worked with folks in all different life stages and with many different values and goals. When not in the office, Jacob spends time with his wife Claire and their two children, ages 3 and 1. They are fans of Tennessee and Baylor football and enjoy taking hikes together to scenic lookouts. They aim to lead a peaceful, faith-filled life, and they co-lead a bible study with their long-time friends in Nashville.

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General Information

CRD#

7212425

Firm CRD#

283515

Insurance License#

3001359940

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Long Term Care, Life, Health, Disability

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$50,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Education

Bachelor of Arts - Psychology and Philosophy

University of Tennessee
08/01/2009 -12/15/2014

Disclosures

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Additional Detailed Disclosures
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Paladin Research Report For:

SageSpring Wealth Partners