Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Michael Glass is a financial advisor with over 15 years of experience in the industry. Jeremy is currently registered with Schwab Wealth Advisory, Inc. Jeremy previously held positions with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, VALIC FINANCIAL ADVISORS, INC., AXA ADVISORS, LLC, and ONEAMERICA SECURITIES, INC.. Jeremy holds several licenses, including Series 6, 7, 9, 10, 63, and 66, along with the SIE exam. Jeremy is also a Certified Financial Planner. Jeremy is registered in 53 states and the District of Columbia. In addition to his financial advisory work, Jeremy is also a landlord and rental property manager.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
02/04/2022 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
IN
08/22/2013 - 03/22/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WEST LAFAYETTE IN)
IN
01/19/2010 - 08/15/2013
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
IN
07/30/2009 - 01/13/2010
AXA ADVISORS, LLC (INDIANAPOLIS IN)
IN
04/28/2008 - 07/17/2009
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
BOTH
Issued 02/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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