Jonathan Greene
Jonathan Greene is a registered investment advisor at A.G.P / Alliance Global Partners, based in New York, NY, with 41 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
590 Madison Avenue, 28th Floor, New York, NY, 10022
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1994Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
Maxim Financial Advisors LLC
Maxim Group LLCBroker
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Dominick & Dominick LLC
Dominick & Dominick LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Prime Charter LTD.Broker
Bluestone Capital Partners, L.P.Broker
T.R. Winston & Company, INC.Broker
A.S. Goldmen & CO., INC.Broker
Lehman Brothers INC.Broker
D.B.G. Equities CorporationBroker
Island Planning CORP. of AmericaBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.