Honored To Receive Forbes Best-in-State Wealth Advisor Again

I'm excited to share with you that I have been named a 2025 Forbes Top Best-in-State Wealth Advisor for Texas.

This recognition, developed by SHOOK Research, highlights advisors across the country who demonstrate outstanding performance and a commitment to best practices in serving clients. Nominees go through a rigorous selection process that includes both qualitative and quantitative analysis—from revenue trends and assets under management to compliance records, service models, and client retention.

I was honored to receive this award last year—and to be included again in 2025 is incredibly meaningful.

While recognition is never the goal, back-to-back inclusion is a reminder of the consistency, care, and effort our entire team brings to the table every single day.

I’ve always believed that surrounding yourself with passionate, talented people is the key to building something great. Our team’s dedication, energy, and commitment to our clients is what makes this possible.

Most importantly, this honor reflects the trust and loyalty of our clients.

Some of you I’ve worked with for decades—and your continued partnership is the greatest reward of all. We’re grateful to walk alongside you on your financial journey and excited for what lies ahead.

Jeffrey A. Green
Founder
Registered Principal, RJFS
1400 Post Oak Blvd., Suite 150
Houston, Texas 77056
713-244-3030 T
713-513-5669 F
www.greenfinancialgrp.com