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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Glazier is a financial advisor with Edward Jones. Jason has been in the financial services industry since 2004 and has experience working with Ameriprise Financial Services, Wells Fargo Advisors and Merrill Lynch. Jason has a Series 7, Series 6, and Series 63 license, as well as the SIE and Series 65 exams. Jason specializes in providing financial planning services and manages portfolios for businesses and individuals. Jason is registered with the state of Washington as an Investment Adviser Representative.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WA
03/15/2019 - Present
Edward Jones (NORTH BEND WA)
CA
07/27/2012 - 02/21/2019
AMERIPRISE FINANCIAL SERVICES, INC. (FRESNO CA)
CA
06/12/2007 - 07/30/2012
WELLS FARGO ADVISORS, LLC (SANTA ROSA CA)
CA
08/25/2005 - 06/04/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
NY
05/05/2004 - 04/20/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 09/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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