# Jeremy Green

Jeremy Green is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with AE WEALTH MANAGEMENT, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [AE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282580) | 2022-09-26 | present | Yes |
| [UNITED ADVISORS AMERICA](https://search.stillhousedata.com/firm/147350) | 2019-05-07 | 2019-05-13 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2018-04-27 | 2019-02-01 | — |
| [BERGANKDV WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/143038) | 2014-09-15 | 2015-02-16 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2005-07-28 | 2006-01-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4235928)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4235928.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.