Registered Principal, RJFS
Jeff Green’s goal in life is to help other people be successful. As founder of Green Financial Group and Registered Principal with RJFS, Jeff helps clients and their families navigate to a better financial future through comprehensive retirement planning and wealth management. Employing rigorous financial analysis, holistic wealth and retirement planning and proactive investing strategies, Jeff’s focus is to grow and preserve the money his clients have worked so hard to earn. Seeing the positive, sometimes truly life-changing, impact that conscientious planning and investing can make in clients’ lives is the greatest reward of his job and the reason for Green Financial Group’s existence.
Jeff grew up as the son of a bond trader who frequently worked on Wall Street. Jeff would see him go to work every day in a suit and tie and even at a young age, envisioned a career in financial services, just like his father. Ultimately, it was his dad who inspired him to focus on retirement planning. The ever-evolving niche within the industry appealed to him and he wanted to help other folks, like his father, who needed smart, straightforward financial strategies as they planned for their future. Jeff wanted to build a business where he could take care of clients like family.
Prior to establishing Green Financial Group, Jeff spent more than a decade at two major investment firms, Morgan Stanley and Banc of America Investment Services, where he crafted a wide variety of equity trading strategies and investment models for his clients. Though grateful for the experience, Jeff’s desire to put clients first didn’t always align with the need for publicly-traded corporations to answer to their Shareholders above all. And he had a fundamental problem with that. Feeling that he could better serve clients with his own team offering financial advisory and wealth management service – and more like family – Jeff launched his local independent practice, Green Financial Group, in 2008.
Jeff served in the United States Army Airborne Infantry for three years, where he learned critical leadership and decision-making skills, how to perform under pressure and how take a stand for what he believes in. The camaraderie he felt with his platoon was the beginning of his lifelong passion for mentorship. He would later coach his three sons in every sport imaginable, serve as a mentor for youth in the community and help guide and support other talented financial professionals, including those on the Green Financial Group team. Upon completing his military commitment, Jeff was selected for the inaugural class at the University of Houston Center for Entrepreneurship and Innovation. He earned his degree from the University of Houston after being one of only 30 students accepted into the elite Entrepreneurship program.
A true Southerner, Jeff grew up in Memphis, Tennessee and later made Houston, Texas his home. He is proud to have three sons who, as every father can relate to, are his entire life. Anything they’re involved with, Jeff’s involved with. So whether they’re hunting, fishing, watching football, or throwing meat on the grill, that’s where you’ll find Jeff (when he’s not in the office, of course).