James Kevin Glasheen

Current Employers

Employment History

• 07/2011 → 11/2019
  Fidelity Investments
  New Haven, CT
• 10/2020 → 07/2021
  Changepath, Llc
  Centennial, CO
• 12/2019 → 09/2020
  Unemployed
  Carmel, IN
• 08/2021 → 06/2024
  Colorado Wealth Group
  Denver, CO
• 06/2024 → Present
  Parallel Advisors, Llc
  Denver, CO

Previous Registrations

• 2021-08-08 → 2024-06-25
  Colorado Wealth Group Llc
  Denver, CO
• 2020-10-22 → 2021-07-23
  Creativeone Wealth, Llc
  Centennial, CO
  Overland Park, KS
• 2018-07-13 → 2019-12-02
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2011-09-23 → 2018-07-13
  Strategic Advisers Llc
  West Hartford, CT
  Mountain View, CA
  New Haven, CT

Other Businesses

Eireann Financial Services; not investment-related; Thornton, CO; insurance; Independent Insurance Agent; started 09/2021; zero hours per month; life insurance and disability insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-12
• S63 Uniform Securities Agent State Law Examination
  2011-03-24

Designations

Other Names

• Jimmy Glasheen
• James Kevin Glasheen