Jack Green
Jack Green is a CFP-designated registered investment advisor at Anacapa Financial, LLC, based in Ventura, CA, with 24 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 182 clients with $69M 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 $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,000.01.
Fee Estimator
Location
1363 Donlon Street, #5, Ventura, CA, 93003
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jack is the CEO of Anacapa Financial, LLC, providing financial planning and portfolio management services, dedicating full-time hours to this role. He also works as an insurance agent for PKS Financial, selling life and health insurance for a few hours per week, and as a real estate sales agent for Pacific West Real Estate Co, spending a few hours per week on this activity. Additionally, Jack owns rental properties and will serve as a successor trustee for his parents' trust, requiring minimal time.
Employment History
Current Registrations
Anacapa Financial, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
LPL Financial LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.