Jerry
Glaze

Stephens

CRD#1999650
Investment Advisor
in Ridgeland, MS

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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

Series 63, Series 66

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, Commissions, Performance-based Fees

Office Location

140 Township Avenue, Ste 202
Ridgeland, MS 39157

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Stephens Brokerage Details

Total Assets Under Management

$13,609,251,985

MS Average: $880,205,985
Total Number of Employees

629

MS Average: 42
Total Number of Accounts

21,368

MS Average: 1,714
Average Account Size

$636,899

MS Average: $513,539

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

2022 - Present (2 years)

Stephens Inc

2008 - Present (16 years)

Wachovia Securities, LLC

2008 - Present (16 years)

Wachovia Securities, LLC

1991 - Present (33 years)

A. G. Edwards & Sons, Inc

2009 - 2022 (13 years)

Stephens Inc

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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.

Financial Advisors at Stephens

Amy Jacobs
Shreveport, LA
Andrew Calvert
Little Rock, AR
Craig Lang
Shreveport, LA
George Sellers
Little Rock, AR
Brenda Goudeau
Shreveport, LA
Noah Merkousko
Little Rock, AR
Andrew Marsh
Little Rock, AR
Jarrod Giroue
Highlands Ranch, CO

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