Jonathan
Glazier
Lord And Richards
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About this Advisor
Jonathan Glazier is a financial advisor based in Littleton, Colorado, working with Lord And Richards. Jonathan has previously held positions at Ae Wealth Management, LLC, Beth Eden Baptist School, Colorado Christian University, Lord And Richards Wealth Management, LLC, and School. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Jonathan is part of Lord And Richards, which operates out of Littleton, Colorado. The firm has 14 employees and manages assets totaling $75.4 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Lord And Richards includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lord And Richards Brokerage Details
$75,419,284
14
921
$81,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathan Glazier Work History
Lord And Richards Wealth Management, LLC
Ae Wealth Management, LLC
Beth Eden Baptist School
Colorado Christian University
Beth Eden Baptist School
School
Disclosures
Please visit the SEC profile of Jonathan Glazier 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 Lord And Richards
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
The content in this profile was updated by SmartAsset on 6/19/2024. 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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