# JEFFREY ALLEN GREEN

JEFFREY ALLEN GREEN is an investment adviser representative (IAR) with state registration records since 1997, appearing at 5 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CONCURRENT INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/323135) | 2026-07-31 | present | Yes |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2009-01-02 | 2026-08-04 | — |
| [RAYMOND JAMES FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/6694) | 2008-08-29 | 2009-01-02 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2003-02-03 | 2008-09-02 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 1997-04-24 | 2003-02-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2868892)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2868892.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.