Jason Douglas Greenfield
Investment Adviser Representative at Sanctuary Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Douglas Greenfield is an investment adviser representative with Sanctuary Advisors, LLC in New York, NY, where they have been registered since 2023. They have worked in the securities industry since 2019 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
2 states and territories
Massachusetts, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill, Lynch, Pierce, Fenner & Smith IncAug 2019 – May 2023Denver, CO
- The Post Brewing Co.May 2019 – Jul 2019Denver, CO
- UnemployedApr 2019 – May 2019Denver, CO
- Total Quality LogisticsJan 2019 – Apr 2019Denver, CO
- Wymans #5Sep 2018 – Jan 2019Denver, CO
- UnemployedMay 2018 – Aug 2018Denver, CO
- Rok:brgrOct 2017 – Apr 2018South Miami, FL
- Diamonds InternationalMay 2017 – Oct 2017Skagway, AK
- Rok:brgrMar 2015 – May 2017South Miami, FL
- University of MiamiAug 2013 – May 2017Coral Gables, FL
- South Miami Dade Cultural Arts CenterApr 2016 – May 2017Cutler Bay, FL
- Crescent Harbor Private Wealth/SANCTUARY SECURITIES, INC.May 2023 – Jul 2026Jersey City, NJ
- Crescent Harbor Private Wealth/SANCTUARY ADVISORS LLCMay 2023 – Jul 2026Jersey City, NJ
- MML Investors Services, LLCJul 2026 – no end date reportedBoston, MA
- Massmutual LIFE Insurance CompanyJul 2026 – no end date reportedBoston, MA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sanctuary Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Estimated blended rate
- 0.0275
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 393
- Offices listed on AdvisorFinder:
- 91
- Main office:
- Miami, FL
- SEC file number:
- 801-99364
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Sanctuary Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Douglas Greenfield has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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