Jonathan Green
Jonathan Green is a registered investment advisor at Cetera Investment Advisers LLC, based in Hudson, MA, with 24 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1 Cabot Rd, #225, Hudson, MA, 01749
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2016Other Business ActivitiesSells Insurance
Jonathan is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. He also owns True Wealth Advisor Group, a financial services DBA, spending about 10-20% of his time working with individual clients and organizations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sii Investments, INC.Broker
Legacy Financial Services, INC.Broker
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.