Best Investors Account Sign in
Inactive

Joshua Michael Glenn

Private Advisory

Lehi, UT

Redmond, WA

Claim This Profile
Current Employers
Private Advisory

16880 Ne 79Th Street, Redmond, WA 98052 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-10-24
  • UT RA
    APPROVED
    Since 2024-10-24

Branch Locations

1557 W Innovation Way Suite 500, Lehi, UT 84043 • United States

16880 Ne 79Th Street, Redmond, WA 98052 • 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
Peterson Wealth Advisors, Llc Orem UT 08/2022 09/2024
Peterson Wealth Advisors Orem UT 08/2022 09/2024
Vangaurd Scottsdale AZ 06/2022 08/2022
Deseret Mutual Benefit Administrators Salt Lake City UT 05/2021 05/2022
Utah Valley University Orem UT 08/2020 05/2021
Zions Bank Salt Lake City UT 10/2018 08/2020
Volunteer Missionary For Lds Church Manchester NH 08/2016 08/2018
Private Advisory Group Llc Draper UT 10/2024 Present
  • 08/2022 → 09/2024
    Peterson Wealth Advisors, Llc
    Orem, UT
  • 08/2022 → 09/2024
    Peterson Wealth Advisors
    Orem, UT
  • 06/2022 → 08/2022
    Vangaurd
    Scottsdale, AZ
  • 05/2021 → 05/2022
    Deseret Mutual Benefit Administrators
    Salt Lake City, UT
  • 08/2020 → 05/2021
    Utah Valley University
    Orem, UT
  • 10/2018 → 08/2020
    Zions Bank
    Salt Lake City, UT
  • 08/2016 → 08/2018
    Volunteer Missionary For Lds Church
    Manchester, NH
  • 10/2024 → Present
    Private Advisory Group Llc
    Draper, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-21
  • S65 Uniform Investment Adviser Law Examination
    2022-10-21
Designations
Other Names
  • Joshua Glenn
  • Joshua M Glenn

View on SEC IAPD

Other Firms

EDWARD JONES
MWA FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
KOHLER CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Arthur Craig Condie
RYAN CLARK ANDERSON
VIC K HILLMAN
Ryan K Batista
Owen Carl Mitchell
Julie Odle
Jared David Mitchell
JAMES DAVID MOYES

Other Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
EDWARD JONES · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
J.P. MORGAN SECURITIES LLC · LEHI, UT

More in Lehi, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor