Jaclyn Green is a registered investment advisor, based in New York, NY, with 23 years of industry experience.
Location
540 Madison Ave., 9th Floor, New York, NY, 10022
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Snowden Account Services LLCBroker
August 2022 - Present · 4 yrs 1 mo
Snowden Capital Advisors LLC
August 2022 - Present · 4 yrs 1 mo
Previous Registrations
Fieldpoint Private Securities, LLCBroker
May 2017 - October 2022 · 5 yrs 5 mos
Fieldpoint Private Securities LLC
May 2017 - October 2022 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLC
August 2016 - May 2017 · 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2016 - May 2017 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2010 - January 2016 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - January 2016 · 6 yrs 3 mos
Banc of America Investment Services, INC.Broker
July 2005 - October 2009 · 4 yrs 3 mos
Hsbc Securities (USA) INC.Broker
January 2005 - May 2005 · 4 mos
Hsbc Brokerage (USA) INC.Broker
October 2001 - January 2005 · 3 yrs 3 mos
State Registrations6 states
CACTFLNJNYRI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.