Deron Bruce Glickert

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

• 09/2010 → 04/2019
  Lpl Financial Llc
  Liverpool, NY
• 05/2019 → 09/2019
  United Financial Services/Cadaret Grant & Co., Inc.
  Liverpool, NY
• 09/2024 → Present
  Edward Jones
  St Louis, MO
• 01/2023 → 03/2024
  Christopher Community Inc
  Syracuse, NY
• 11/2019 → 01/2023
  New Hope Church
  Baldwinsville, NY
• 10/2019 → 04/2020
  Northside Collision
  Cicero, NY
• 05/2020 → 10/2020
  Unemployed
  Baldwinsville, NY
• 03/2024 → 09/2024
  Unemployed
  Baldwinsville, NY
• 05/2019 → 10/2019
  Self Employed
  Liverpool, NY
• 10/2010 → 04/2019
  Wealth Resources Network
  Liverpool, NY
• 03/2020 → 11/2020
  Cap Plus
  Baldwinsville, NY

Previous Registrations

• 2019-05-08 → 2019-09-12
  Cadaret, Grant & Co., Inc.
  Liverpool, NY
• 2010-10-11 → 2019-05-03
  Lpl Financial Llc
  Liverpool, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-11-04
• S65 Uniform Investment Adviser Law Examination
  2010-10-08
• S63 Uniform Securities Agent State Law Examination
  2004-08-19

Other Names

• Deron Bruce Glickert
• Deron B Glickert