Jerry
Glaze
Stephens
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About this Advisor
Jerry Glaze is a financial advisor based in Ridgeland, Mississippi, working with Stephens. Jerry has previously held positions at A. G. Edwards & Sons, Inc, Wachovia Securities, LLC, and Stephens Inc. Jerry has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Mississippi and Texas. Currently, Jerry is part of Stephens, which operates out of Ridgeland, Mississippi. The firm has 22 offices and 629 employees. The firm manages assets totaling $13.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stephens includes asset-based, hourly, fixed, commission-based, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stephens Brokerage Details
$13,609,251,985
629
21,368
$636,899
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
Jerry Glaze Work History
Stephens Inc
Wachovia Securities, LLC
Wachovia Securities, LLC
A. G. Edwards & Sons, Inc
Stephens Inc
Disclosures
Please visit the SEC profile of Jerry Glaze to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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