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James E Glennon

Fisher Investments

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About James E Glennon

James E. Glennon is a Registered Investment Advisor with Fisher Investments. James has been in the financial industry since February 2013. He has both Series 66 and 65 licenses. James has prior work experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, New Jersey and Lenox Advisors in New York, New York. James' current licenses allow him to provide investment advisory services in Florida and Texas.

Firm Information

James Glennon is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Glennon’s Registration & Firm History

FL

07/11/2024 - Present

Fisher Investments (Tampa FL)

NJ

02/21/2013 - 10/10/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

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Licenses & Designations

IA

Issued 07/11/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/14/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2014

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James E Glennon.
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