Jason Anthony Mc Glone

Employer firm

Mcglone Suttner Wealth Management, Inc. CRD 149830

$1.01B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Mcglone Suttner Wealth Management, Inc.

3501 E Evergreen Drive Ste A, Appleton, WI 54913 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-12-07
WI	RA	APPROVED	2021-12-07

TX RA
APPROVED

Since 2021-12-07
WI RA
APPROVED

Since 2021-12-07

Branch Locations

3501 E Evergreen Drive Ste A, Appleton, WI 54913 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kerntke Otto Mcglone Wealth Management Group	Appleton	WI	02/2007	02/2022
Mcglone Suttner Wealth Management, Inc.	Appleton	WI	11/2021	Present

02/2007 → 02/2022

Kerntke Otto Mcglone Wealth Management Group

Appleton, WI
11/2021 → Present

Mcglone Suttner Wealth Management, Inc.

Appleton, WI

Previous Registrations

2017-03-29 → 2022-02-01

Kom Wealth Management Group, Llc

Appleton, WI
2007-02-15 → 2016-12-31

Kom Wealth Management Group, Llc

Appleton, WI

Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)MCGLONE REAL ESTATE (NON-INVESTMENT RELATED),APPLETON, WI 54913; OWNER; START DATE; 08-01-2018.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-07-28

S63 Uniform Securities Agent State Law Examination

1998-07-28

Designations

Certified Financial Planner

Other Names

Jason Anthony Mcglone

View on SEC IAPD