Jeffrey Green
Jeffrey Green is a registered investment advisor at Ameritas Advisory Services, LLC, based in Altamonte Springs, FL, with 28 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.
Fee Estimator
Location
305 Douglas Ave, Altamonte Springs, FL, 32714
Get directionsHistory
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 Registrations26 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.
Exams
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