Jack
Gloss
Allspring Funds Management, LLC
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About this Advisor
Jack Gloss is a financial advisor who works in Menomonee Falls, Wisconsin who has 2 years of relevant experience. Gloss works at Allspring Funds Management, LLC. Throughout their career, Gloss has worked at Td Ameritrade, Atlantic Council, University Of Wisconsin, Madison, Wisconsin Senate, Blackhawk Country Club, University Of Wisconsin, Madison Memorial Union, 2 Shop/Jimmy Johns, University Of Wisconsin Madison/Gordon Dining & Event Center, Eagle Claw Ventures, Inc/ Jimmy Johns, Xavier High School, Wells Fargo Clearing Services and Wells Fargo Funds Distributor, LLC. Gloss has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in Wisconsin. Allspring Funds Management, LLC is an advisory business that has its headquarters in Charlotte, NC. The firm has offices in six locations and a total of 418 employees. It handles $235 billion in total assets among its 7,030 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 27 charities and foundations. Of its 7,030 customer accounts, just 8% are associated with high-net-worth investors who have more than $1 million in investable assets. The business offers a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees depend on the type of financial services. Fee types billed by Allspring Funds Management, LLC may include some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allspring Funds Management, LLC Brokerage Details
$235,232,798,890
418
7,030
$33,461,280
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jack Gloss Work History
Jack has been registered as a financial advisor for 2 years.*
Wells Fargo Funds Distributor, LLC
Wells Fargo Clearing Services
Td Ameritrade
Atlantic Council
University Of Wisconsin, Madison
Wisconsin Senate
Blackhawk Country Club
University Of Wisconsin, Madison
University Of Wisconsin, Madison Memorial Union
Wisconsin Senate
University Of Wisconsin, Madison
2 Shop/Jimmy Johns
University Of Wisconsin, Madison
University Of Wisconsin Madison/Gordon Dining & Event Center
Eagle Claw Ventures, Inc/ Jimmy Johns
Xavier High School
*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 Jack Gloss 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 Allspring Funds Management, LLC
Menomonee Falls, WI
New York, NY
Charlotte, NC
Larkspur, CA
Charlotte, NC
Boston, MA
Cumberland, RI
Magnolia, TX
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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