Joshua Glazer (CRD# 2922124) is an Investment Advisor Representative working at Toews Asset Management in Arlington Heights, IL and has over 15 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Toews Corporation | Northfield, NJ | Oct 2020 - Current | 3 |
| Northern Lights Distributors, LLC | Elkhorn, NE | Oct 2020 - Current | 3 |
| Beaumont Capital Management | Needham, MA | Oct 2012 - Aug 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
| S63 | Uniform Securities State Law Examination | Jan 2021 |
- NJ
-
Total Assets Under Management999MILLIONS
-
Total Number of Accounts179ACCOUNTS
-
Average Account Value$5,580,422
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, CT, DE, FL, GA, IN, KS, MA, MD, NC, NH, NJ, NM, NY, OK, OR, PA, PR, SC, TN, TX, VA, WA
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