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Jonathan Greene

Investment Adviser Representative at A.G.P / ALLIANCE GLOBAL PARTNERS

New York, NYCRD #1088723Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
42 yrs
States Registered
16 states
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jonathan Greene has worked in the securities industry since 1984. They are registered to provide investment advisory services in 16 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 16 states
CaliforniaConnecticutFloridaIllinoisMassachusettsMichiganMinnesotaMissouriNew JerseyNew YorkNorth CarolinaPennsylvaniaTexasUtahWashingtonWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/12/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 5/14/1987
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 1/7/1987
Series 7
General Securities Representative Examination
Passed 5/18/1985
Series 2
Non-Member General Securities Examination
Passed 10/1/1984
Series 22
Direct Participation Programs Representative Examination
Passed 3/2/1983
Series 24
General Securities Principal Examination
Passed 3/8/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $10,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

A.g.p / Alliance Global Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

A.G.P / ALLIANCE GLOBAL PARTNERSCurrent
1/29/2025New York, NY
MAXIM FINANCIAL ADVISORS LLC
10/16/20172/28/2025New York, NY
WUNDERLICH SECURITIES, INC.
1/21/20158/15/2016New York, NY
DOMINICK & DOMINICK LLC
2/24/20091/28/2015New York, NY
OPPENHEIMER & CO. INC.
10/17/20052/25/2009New York, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Greene 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.

Jonathan Greene - Financial Advisor in New York, NY | AdvisorFinder