John Joseph Glasman

Employer firm

Gilpin Wealth Management LLC CRD 311336

$227M 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:

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

Current Employers

Employment History

• 11/2006 → 05/2021
  Peak Asset Management Llc
  Louisville, CO
• 05/2021 → Present
  Gilpin Wealth Management Llc
  Golden, CO

Previous Registrations

• 2006-11-09 → 2021-06-02
  Peak Asset Management, Llc
  Louisville, CO
• 2001-08-08 → 2005-07-06
  Wells Fargo Investments, Llc
  Denver, CO

Other Businesses

CPA with Gilpin Partners Inc. - prepares limited number of tax returns for family members and clients. These activities represent less than 5% of his time annually, receives additional compensation for the tax services performed by the CPA related work. Gilpin Partners, Inc. is also a direct owner of Gilpin Wealth Management, LLC; spends less than 1% of his time to this activity. 1371 Hecla AB, LLC., owner, personal real estate investments. Entity owns building for Peak Asset Management office. Not investment related. Less than 5 hours/month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-09-08

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Joey Glasman
• Joe Glasman