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Jarrett Doss Glosson

Mwa Financial Services Inc.

Ft. Myers, FL

CRD 5208626

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Employer firm

Mwa Financial Services Inc. CRD 112630

$640M regulatory AUM 51 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Mwa Financial Services Inc.

1701 1St Avenue, Rock Island, IL 61201 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-05-22
  • FL RA
    APPROVED
    Since 2019-05-22

Branch Locations

8981 Daniels Center Drive Suite 210, Ft. Myers, FL 33912 • 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
OrganizationCityStateFromTo
Mwa Financial Services Inc. Rock Island IL 08/2006 Present
Modern Woodmen Of America Rock Island IL 08/2006 Present
Other Businesses

1)JAG23 Holdings LLC inv Fort Myers FL Owner 10/2023 2noninv/inv Holding company set up to purchase MWA office and future property purchases.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-11-21
  • S63 Uniform Securities Agent State Law Examination
    2006-11-21
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EVOLUTION WEALTH MANAGEMENT INC.
J. W. COLE ADVISORS, INC.

Nearby Investors

SAMUEL STEPHEN HENDERSON
ALEXANDRA MARIE CHIKLAKIS
ROBERT HOWARD SAGER

Nearby Offices

LPL FINANCIAL LLC · FT. MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
EVOLUTION WEALTH MANAGEMENT INC. · FORT MYERS, FL

More in Ft. Myers, FL

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