Trevion Green (CRD# 6955713) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Duncanville, TX and has over 5 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank, N.a. | Dallas, TX | May 2018 - Current | 6 |
J.p. Morgan Securites LLC | Dallas, TX | May 2018 - Current | 6 |
Capital One | New Orleans, LA | May 2017 - Apr 2018 | < 1 |
Unemployed | New Orleans, LA | Mar 2017 - Apr 2017 | < 1 |
G's Gropro | New Orleans, LA | Feb 2016 - Feb 2017 | 1 |
Ace Parking Management | New Orleans, LA | Sep 2015 - Apr 2016 | < 1 |
Premier Chrysler Dodge Jeep Ram | New Orleans, LA | Aug 2015 - Sep 2015 | < 1 |
Dillard University | New Orleans, LA | Aug 2010 - May 2015 | 4 |
Hertz | Kenner, LA | Jun 2014 - Apr 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2018 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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