Review Jack P. Green, Financial Advisor At Morgan Stanley In clarke, georgia, united-states | Finance In Clarke
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Jack P. Green, Financial Advisor At Morgan Stanley
225 S. Milledge Ave.
Clarke,
Georgia,United-states - 30601
Detailed description is I Enhance the Lives of My Clients Through a Client Centered Evidence Based Process that Uses Current and Objective Data to Produce Better Client Outcomes As a CERTIFIED FINANCIAL PLANNER™ (CFP®), I believe success in achieving important financial goals for individuals and their families starts with a comprehensive wealth strategy.
I work with families to achieve financial security through Professional Investment Advice, Portfolio Management, Estate Planning Strategies, Insurance, Tax Strategies, and Retirement Planning..
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Investment Process.
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My portfolio management process starts by utilizing a combination of Quality and Supply and Demand..
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What do I mean by Quality? In order to choose 25 individual stocks, first, I rank the sectors of the U.S.
Stock Market using supply and demand.
I want to own stocks that are ranked in the top 5 sectors.
Next, I overlay a “Quality Indicator” which screens for size (own larger cap), longevity of the company, earning consistency, dividend increases, and low debt to equity.
Any stock failing to meet these criteria are quickly kicked out and replaced.
These 25 stocks make up approximately a third of the portfolio..
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The last two-thirds of the portfolio are also based on simple Supply and Demand.
I leverage technical research to rank the six investment options (U.S.
Stocks, International Stocks, Commodities, Currencies, Bonds, and Cash Management) from a supply and demand standpoint, owning the two investment options with more demand than supply.
Yes, I view cash as an asset class, and could be heavily weighted in cash during times that supply is in control of the market.
I review this ranking on a daily basis..
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Why Quality and Supply and Demand? Because it is commonsensical, evidence based, and removes emotion.
Clients have a limited time horizon to accumulate and live off of those assets.
Will those periods be through a good or bad market? The process allows client’s portfolios to adapt to ever changing markets..
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Disclaimers: .
© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications.
MSSB will not accept purchase or sale orders via Facebook or its messaging systems.
MSSB is not responsible for content posted by third-parties.
MSSB does not provide tax or legal service – please consult a tax advisor.
Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.
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The investments listed may not be suitable for all investors.
Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor.
The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives..
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Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates..
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Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.
Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services..
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For more information on the designation(s), go to .
https://fa.morganstanley.com/jack.green.
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NMLS#: 1279074
Established in the recent years jack p.
green, financial advisor at morgan stanley in clarke , georgia in united-states.
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Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
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They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
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