Jeffrey Green
Jeffrey Green is a registered investment advisor at Ameritas Advisory Services, LLC, based in Altamonte Springs, FL, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
305 Douglas Ave, Altamonte Springs, FL, 32714
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Regulatory History (1)
Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Jeffrey is a licensed independent insurance agent selling fixed insurance products, life insurance, and LTC since 2006, dedicating minimal time. He also owns Jeff Green & Associates, Inc. since 2003 and GSG Holdings, LLC since 2016, spending minimal time on these activities.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Estate and Business Planning Group, PA
Estate and Business Planning Group, PA
Ameritas Advisory Services
1717 Capital Management Company
1717 Capital Management CompanyBroker
Signator Investors, INC.Broker
State Registrations24 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.