John
Glaudel

Verus Capital Partners, LLC

CRD#7173324
Investment Advisor
in Phoenix, AZ

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About this Advisor

John Glaudel is a financial advisor working in Phoenix, Arizona with a total of 3 years of industry experience. Glaudel is currently employed by Verus Capital Partners, LLC. Over the course of their career, they have held roles at Elemetal Direct, Securities America, Inc and Verus Capital Partners. Glaudel has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona and Texas. Verus Capital Partners, LLC is a registered investment company that has its headquarters in Scottsdale, AZ. The company has offices in 27 locations and a total of 47 people on staff. It oversees $948 million in total assets between its 4,226 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides financial advice to 12 charities and foundations. Of its 4,226 customer accounts, just 5% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Verus Capital Partners, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually depend on which services are provided. However, fees billed by Verus Capital Partners, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

20819 N Cave Creek Rd Ste 101
Phoenix, AZ 85024-4467

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Verus Capital Partners, LLC Brokerage Details

Total Assets Under Management

$948,186,511

AZ Average: $1,555,372,352
Total Number of Employees

47

AZ Average: 37
Total Number of Accounts

4,226

AZ Average: 1,370
Average Account Size

$224,370

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

John Glaudel Work History

John has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Verus Capital Partners

2019 - Present (5 years)

Securities America, Inc

2009 - 2019 (10 years)

Elemetal Direct

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Glaudel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Verus Capital Partners, LLC

Yueh-Hwa Lee
Pasadena, CA
Betsy Merritt
San Diego, CA
Robyn Kreuer
Scottsdale, AZ
Marty Block
Mesa, AZ
Grant Starkey
San Marcos, CA
Mark Tang
Mesa, AZ
Satenik Nshanyan
Northridge, CA
Christopher Oxenham
Glenelg, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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