Jason N Glazier

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 02/2019
  Ameriprise Financial Services Inc
  Santa Rosa, CA
• 03/2019 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2012-07-30 → 2019-02-21
  Ameriprise Financial Services, Llc
  Windsor, CA
  Mercer Island, WA
  Fresno, CA
• 2007-06-12 → 2012-07-30
  Wells Fargo Clearing Services, Llc
  Santa Rosa, CA
• 2005-09-16 → 2007-06-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Rosa, CA
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-15
• S63 Uniform Securities Agent State Law Examination
  2003-09-30

Designations

• Chartered Financial Consultant

Other Names

• Jason Nicholas Glazier