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Jonathan Luke Glazier

Lord AND Richards

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About Jonathan Luke Glazier

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.

Firm Information

Jonathan Glazier is currently registered with Lord AND Richards. Lord AND Richards is a registered investment advisor based in Highlands Ranch, CO. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. They manage approximately $95.5 million in assets for 823 clients.
Lord AND Richards

8744 KENDRICK CASTILLO WAY ;

HIGHLANDS RANCH, CO 80129

$95.52M

Assets Under Management

Not reported

Total Clients

8

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Jonathan Glazier’s Registration & Firm History

CO

01/08/2024 - Present

Lord AND Richards (HIGHLANDS RANCH CO)

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Licenses & Designations

IA

Issued 07/11/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Luke Glazier.
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