Jerry
Glaze
Stephens
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About this Advisor
Jerry Glaze is a financial advisor operating in Ridgeland, Mississippi who has 14 years of relevant experience. Glaze is currently employed by Stephens. Their career trajectory has included roles at A. G. Edwards & Sons, Inc, Wachovia Securities, LLC and Stephens Inc. Glaze holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can serve investors in Mississippi and Texas. Stephens is a registered investment business based out of Little Rock, AR. The firm has offices in 23 locations and a total of 637 advisors. It administers $12 billion in assets under management between its 21,479 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 21 charitable organizations. Of its 21,479 client accounts, just 8% belong to high-net-worth clients who have at least $1 million in assets available to invest. Stephens performs 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 are based on the financial services provided. Fees charged by Stephens can consist of some combination of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stephens Brokerage Details
$12,334,227,079
637
21,479
$574,246
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
Jerry has been registered as a financial advisor for 14 years.*
Stephens Inc
Wachovia Securities, LLC
Wachovia Securities, LLC
A. G. Edwards & Sons, Inc
Stephens Inc
*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 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
Rogers, AR
Fayetteville, AR
Little Rock, AR
Lutherville-Timonium, MD
Rogers, AR
Dallas, TX
Rogers, AR
Charlotte, NC
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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