Jonathan Green

Advice Portfolio Owner at St. James’s Place Wealth Management

Jonathan (JJ) Green has extensive experience in project management and improving internal processes and systems. Jonathan (JJ) has worked at St. James’s Place as a Strategy Implementation Consultant and Advice Portfolio Owner, focusing on developing and implementing efficiencies and automation. In addition, Jonathan (JJ) has experience as a Business Assurance Administrator at the same company, responsible for assuring the suitability of advice given to clients. Prior to this, Jonathan (JJ) worked as an IT Administrator at the Hop Skip & Jump Foundation. Jonathan has a background in education from Cirencester College and Sir William Romney’s School.

Links

Timeline

  • Advice Portfolio Owner

    July, 2023 - present

  • Strategy Implementation Consultant

    June, 2021

  • Strategy Implementation Adviser

    June, 2018

  • Advice Development Assistant

    July, 2017

  • Business Assurance Administrator

    February, 2014

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