Unclaimed
Jonathan Luke Glazier is an investment advisor representative for Lord And Richards. Jonathan is registered with the state of Colorado. Jonathan has been active in the financial industry for 1 year. Prior to joining Lord And Richards, Jonathan worked at AE Wealth Management, LLC in Topeka, Kansas. Jonathan holds a Series 65 license. Jonathan specializes in providing financial planning and portfolio management services for individuals and families.
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.
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.
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CO
01/08/2024 - Present
Lord AND Richards (HIGHLANDS RANCH CO)
IA
Issued 07/11/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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