PJ
Perry Jenkins Green
CRD 4748372
Certified Financial Planner
Personal Financial Specialist
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Coastal Bridge Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Waddell & Associates, Llc
Chief Financial Officer /Chief Compliance Officer · Less than 5% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗