Jeri Margolis Glazer

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

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

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

Current Employers

Employment History

• 04/2026 → 05/2026
  Unemployed
  Huntersville, NC
• 05/2026 → 05/2026
  Guardian Life Insurance Company
  Huntersville, NC
• 05/2026 → 05/2026
  Park Avenue Securities Llc
  Huntersville, NC
• 05/2026 → 05/2026
  Guardian Life Insurance Company
  Charlotte, NC
• 05/2026 → 05/2026
  Park Avenue Securities Llc
  Charlotte, NC
• 05/2026 → 05/2026
  Guardian Life Insurance Company
  Rockville, MD
• 05/2026 → 05/2026
  Park Avenue Securities Llc
  Rockville, MD
• 05/2026 → Present
  Innovation Partners Llc
  Charlotte, NC
• 05/2026 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC
• 10/2017 → 08/2020
  Massmutual
  Vienna, VA
• 05/2019 → 01/2020
  Mml Investors Services
  Vienna, VA
• 07/2015 → 03/2017
  Orion Lending
  Orange, CA
• 04/2017 → 05/2018
  New Penn Financial
  Plymouth Meeting, PA
• 01/2022 → 11/2023
  Innovation Partners Llc
  Charlotte, NC
• 08/2020 → 07/2021
  Select Quote
  Overland Park, KS
• 07/2021 → 11/2023
  Amerilife
  Clearwater, FL
• 11/2023 → 04/2026
  Ameriprise Financial Services, Llc
  Huntersville, NC

Previous Registrations

• 2026-05-20 → 2026-05-20
  Park Avenue Securities Llc
  Huntersville, NC
  Rockville, MD
  Charlotte, NC
• 2023-11-15 → 2026-04-16
  Ameriprise Financial Services, Llc
  Huntersville, NC
  Huntersville, NC
  Rutherfordton, NC
• 2023-03-03 → 2023-11-15
  Ip Financial Advisory Services Llc
  Charlotte, NC
  Denver, NC
• 2001-04-04 → 2003-03-31
  Morgan Stanley Dw Inc.
  Woodland Hills, CA

Other Businesses

Insurance other than The Guardian - Broker for fixed insurance products-1099 independent contractor 05/03/2021 10039 Mamillion Dr, Huntersville, NC 28078 10 total hours per month, 1 hour during securities trading hours Investment Related less than 10% annual compensation

Exams

• S66 Uniform Combined State Law Examination
  2024-04-12

Designations

• Certified Financial Planner

Other Names

• Jeri M Margolis
• Jeri M. Taschman
• Jeri Margolis Glazer