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Detailed Report
Jeffrey W Greene
JEFF WOLFENDEN GREENE, JEFFREY W. GREENE, JEFFREY WOLFENDEN GREENE
CRD#: 4877213
IA
Investment Adviser
B
Broker
J.P. MORGAN SECURITIES LLCCRD#: 79 947 SW Broadway
Portland, OR 97205
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2007 - 2009 (2 years)2 FIRMS2009 - 2012 (3 years)2 FIRMS2023 - Present (1 year)BFIRST REPUBLIC SECURITIES COMP... (CRD# 105108)2012 - 2023 (10 years)BUBS FINANCIAL SERVICES INC. (CRD# 8174)2006 - 2007 (<1 year)BPIPER JAFFRAY & CO. (CRD# 665)2004 - 2006 (1 year)IAJ.P. MORGAN PRIVATE WEALTH ADV... (CRD# 108559)2012 - 2025 (12 years)
License(s)

State Registrations

B
Alabama 11/22/2023
B
Nevada 9/29/2023
B
Alaska 9/29/2023
B
New Hampshire 9/29/2023
B
Arizona 9/29/2023
B
New Jersey 9/29/2023
B
Arkansas 11/22/2023
B
New Mexico 9/29/2023
B
California 9/29/2023
B
New York 9/29/2023
B
Colorado 9/29/2023
B
North Carolina 9/29/2023
B
Connecticut 9/29/2023
B
North Dakota 11/22/2023
B
Delaware 9/29/2023
B
Ohio 9/29/2023
B
District of Columbia 11/22/2023
B
Oklahoma 11/22/2023
B
Florida 9/29/2023
B
Oregon 9/29/2023
B
Georgia 9/29/2023
IA
Oregon 12/19/2023
B
Hawaii 9/29/2023
B
Pennsylvania 9/29/2023
B
Idaho 9/29/2023
B
Puerto Rico 9/29/2023
B
Illinois 9/29/2023
B
Rhode Island 11/22/2023
B
Indiana 9/29/2023
B
South Carolina 9/29/2023
B
Iowa 11/22/2023
B
South Dakota 11/22/2023
B
Kansas 11/22/2023
B
Tennessee 11/22/2023
B
Kentucky 11/22/2023
B
Texas 9/29/2023
B
Louisiana 9/29/2023
IA
Texas 11/22/2023
B
Maine 11/22/2023
B
Utah 9/29/2023
B
Maryland 11/22/2023
B
Vermont 9/29/2023
B
Massachusetts 9/29/2023
B
Virgin Islands 11/22/2023
B
Michigan 9/29/2023
B
Virginia 9/29/2023
B
Minnesota 9/29/2023
B
Washington 9/29/2023
B
Mississippi 11/22/2023
B
West Virginia 11/22/2023
B
Missouri 9/29/2023
B
Wisconsin 11/22/2023
B
Montana 9/29/2023
B
Wyoming 9/29/2023
B
Nebraska 11/22/2023

SRO Registrations

B
 BOX Exchange LLC
B
 Cboe BYX Exchange, Inc.
B
 Cboe BZX Exchange, Inc.
B
 Cboe C2 Exchange, Inc.
B
 Cboe EDGA Exchange, Inc.
B
 Cboe EDGX Exchange, Inc.
B
 Cboe Exchange, Inc.
B
 FINRA
B
 Investors' Exchange LLC
B
 Long-Term Stock Exchange, Inc.
B
 MEMX LLC
B
 MIAX Emerald, LLC
B
 MIAX PEARL, LLC
B
 MIAX Sapphire
B
 Miami International Securities Exchange, LLC
B
 NYSE American LLC
B
 NYSE Arca, Inc.
B
 NYSE National, Inc.
B
 NYSE Texas, Inc.
B
 Nasdaq BX, Inc.
B
 Nasdaq GEMX, LLC
B
 Nasdaq ISE, LLC
B
 Nasdaq MRX, LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
J.P. MORGAN SECURITIES LLC (CRD#:79)
947 SW Broadway, Portland, OR 97205
Powell Butte, OR
Registered with this firm since 11/22/2023
B
J.P. MORGAN SECURITIES LLC (CRD#:79)
947 SW Broadway, Portland, OR 97205
Lake Oswego, OR
Registered with this firm since 9/29/2023
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 11/13/2012 - 03/21/2025 J.P. MORGAN PRIVATE WEALTH ADVISORS LLC (CRD#:108559) Portland, OR
B
 11/09/2012 - 09/29/2023 FIRST REPUBLIC SECURITIES COMPANY, LLC (CRD#:105108) Portland, OR
IA
 06/01/2009 - 11/20/2012 MORGAN STANLEY (CRD#:149777) LAKE OSWEGO, OR
B
 06/01/2009 - 11/20/2012 MORGAN STANLEY (CRD#:149777) LAKE OSWEGO, OR
IA
 06/11/2007 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) LAKE OSWEGO, OR
B
 05/04/2007 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) LAKE OSWEGO, OR
B
 08/12/2006 - 05/25/2007 UBS FINANCIAL SERVICES INC. (CRD#:8174) PORTLAND, OR
B
 12/13/2004 - 08/12/2006 PIPER JAFFRAY & CO. (CRD#:665) PORTLAND, OR
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.