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Jathan William Mcglade

Edward Jones

Glenwood Springs, CO

Glenwood Springs, CO

CRD 4862528

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-09
CO RA APPROVED 2008-04-23
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • CO RA
    APPROVED
    Since 2008-04-23

Branch Locations

Glenwood Springs, CO • United States

2700 Gilstrap Ct Ste 170, Glenwood Springs, CO 81601 • 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
Edward Jones Gjct CO 09/2004 Present
Other Businesses

Rental property NEW CASTLE, CO Start date: 10/25/2014 landlord Hours per week: 1 Hours during trading: 0 Manage and maintain property RENTAL NEW CASTLE, CO Start date: 1/3/2017 LANDLORD Hours per week: 1 Hours during trading: 0 LANDLORD A Physicians Home Care Type of business: Health Care Colorado Springs, CO Start date: 1/3/2023 Caregiver Hours per week: 40 Hours during trading: 0 Caregiver RENTAL PROPERTY Type of business: RENTAL GLENWOOD SPRINGS, CO Start date: 10/1/2025 RENTAL Hours per week: 2 Hours during trading: 0 Desc: My wife handles this. I don't do much.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-18
S63 Uniform Securities Agent State Law Examination 2004-12-03
  • S66 Uniform Combined State Law Examination
    2008-04-18
  • S63 Uniform Securities Agent State Law Examination
    2004-12-03
Other Names
  • Jathan William Mcclade

View on SEC IAPD

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