Jacob Greene is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with AE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | 2026-01-22 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2025-07-30 | 2025-12-08 | — |