Unclaimed
Glenn Matthew Guard is a financial advisor with J.p. Morgan Securities LLC. Glenn has been in the industry since 1999. Glenn is registered with the state of Virginia and has passed the Series 6, 7, 63, 65, 86 and 87 exams. Glenn has previously been employed by LPL FINANCIAL LLC, Quasar Distributors, LLC and Legg Mason Wood Walker, Incorporated. Glenn is a Chartered Financial Analyst. Glenn is also the owner of Most Heirs #1 Dempewolf Unit, an investment related business in Mineral Rights. Glenn provides financial planning, pension consulting and selection of other advisors services to individuals, businesses, insurance companies, charitable organizations, labor unions, and pension and profit-sharing plans. Glenn is located in McLean, Virginia and can be reached at the J.p. Morgan Securities LLC branch office in Washington, DC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
DC
12/19/2024 - Present
J.p. Morgan Securities LLC (Washington DC)
VA
03/23/2012 - 10/17/2014
LPL FINANCIAL LLC (ALEXANDRIA VA)
ME
04/07/2010 - 12/08/2010
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MD
09/17/1999 - 03/03/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 04/13/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/09/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/01/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
Active
Inactive
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