Joshua Mcknight Glenn

Employer firm

Fiduciary Organization, LLC CRD 325661

$14.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2014 → 01/2018
  George Beam State Farm
  Lyman, SC
• 01/2018 → 07/2025
  Stifel, Nicolaus & Company, Incorporated
  Sumter, SC
• 07/2025 → Present
  Edward Jones
  St. Louis, MO
• 08/2026 → Present
  Fiduciary Organization, Llc
  Greenville, SC

Previous Registrations

• 2025-07-03 → 2026-08-17
  Edward Jones
  Port Royal, SC
• 2018-03-19 → 2025-07-28
  Stifel, Nicolaus & Company, Incorporated
  Sumter, SC

Other Businesses

Fishhawk Capital Type of business: apartment/condo Clemson, SC Start date: 11/15/2023 LPT Hours per week: 0 Hours during trading: 0 0

Exams

• S66 Uniform Combined State Law Examination
  2018-03-16

Designations

• Certified Financial Planner