Jon Greene has been an investment adviser representative at Fellowship Financial Planning since April 2024, and is not listed among the firm’s executive officers or direct owners.
Fellowship Financial Planning, LLC is a Spokane, WA firm with $465M under management, 1,130 clients and 7 advisers across 2 offices, as of its August 2026 filing.
Jon Greene’s longest registration was 21 years at Valic Financial Advisors, Inc. (2000–2022). Before joining Fellowship Financial Planning in 2024, Jon Greene was registered through Financial Advocates Investment Management and Valic Financial Advisors, Inc.
- – present · 2 yearsSpokane, WA · Adviser representative · Firm CRD 330347
- Financial Advocates Investment Management– · 2 yearsSpokane, WA · Adviser representative · Firm CRD 151298
- Valic Financial Advisors, Inc.– · 21 yearsSpokane, WA · Adviser representative · Firm CRD 42803
Investment adviser representative registrations
Jon Greene is registered as an investment adviser representative in 2 states. The first approvals date from April 2024; the most recent is Idaho, in June 2024.
- IdahoSince 12 June 2024
- WashingtonSince 3 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 October 2003 |
| Series 24 | General Securities Principal Examination | 22 September 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 August 1990 |
| Series 7 | General Securities Representative Examination | 19 May 1984 |
| Series 1 | Registered Representative Examination | 23 July 1977 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Registered Representative Examination
- Full name
- Jon Edward Greene
- CRD
- 841327
- Firm
- Fellowship Financial Planning · CRD 330347
- Office
- 502 W RIVERSIDE AVE, SUITE 201, Spokane, WA 99201
- Registration
- Investment adviser registration
- In the industry since
- August 1977
- Disciplinary history
- Not yet shown here · SEC record
Where does Jon Greene work?
Jon Greene is an investment adviser representative registered through Fellowship Financial Planning, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jon Greene a financial advisor?
Yes. Jon Greene has a current investment-adviser registration in Idaho and Washington, through Fellowship Financial Planning since April 2024.
How many years of experience does Jon Greene have?
Jon Greene has 49 years in the financial industry, since August 1977, across 3 adviser firms.
What exams has Jon Greene passed?
Jon Greene has passed 6 licensing exams: the Series 1, Series 7, Series 63, Series 24, Series 66 and Series 6TO. The earliest, the Series 1, was passed in July 1977. FINRA credited Jon Greene with the SIE, which began in October 2018.
Where did Jon Greene work before Fellowship Financial Planning?
Before Fellowship Financial Planning, Jon Greene was registered through Valic Financial Advisors, Inc., October 2000 to March 2022.
Where is Jon Greene based?
Jon Greene’s registered office is in Spokane, WA.
Is Jon Greene registered with FINRA?
No. Jon Greene has no current broker registration.
How can I verify Jon Greene’s record?
Search CRD 841327 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jon Greene’s full registration record.