Jonathan Glazier (CRD# 7787873) is an Investment Advisor Representative working at Lord And Richards in Highlands Ranch, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lord And Richards Wealth Management, LLC | Highlands Ranch, CO | Jan 2024 - Current | < 1 |
| Ae Wealth Management, LLC | Topeka, KS | Jul 2023 - Current | 1 |
| Beth Eden Baptist School | Wheatridge, CO | Jul 2022 - Jul 2023 | 1 |
| Colorado Christian University | Lakewood, CO | Aug 2019 - May 2022 | 2 |
| School | Wheatridge, CO | Sep 2006 - May 2022 | 15 |
| Beth Eden Baptist School | Wheatridge, CO | Aug 2006 - May 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- CO
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts823ACCOUNTS
-
Average Account Value$116,064
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, NE, TX
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