Donna Glavan, financial advisor Evanston IL

Donna Glavan

CRD Number: 5542681
Current Firm: J.p. Morgan Securities LLC

Donna Glavan (CRD# 5542681) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Evanston, IL and has over 15 years of experience in the finance industry.

Similar Advisors
Charles Melka, financial advisor Evanston IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Phillip Shaw, financial advisor Evanston IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Gregory Reichold, financial advisor Evanston IL
Gregory A. Reichold
CRD# 5648094
Highpoint Planning Partners
Company Name Location Dates Years
J.p. Morgan Securities LLC Evanston, IL Oct 2012 - Current 11
Jp Morgan Chase Evanston, IL Apr 2010 - Current 13
Niles Family Fitness Niles, IL Oct 2009 - Current 14
La Fitness Formerly Ballys Total Fitness, Niles Famiy Fitness, F Chicago, IL Jan 1990 - Current 34
Five Seasons Tennis Club Northbrook, IL Feb 2010 - Sep 2015 5
Niles Fitness Center Niles, IL Oct 2009 - Sep 2015 5
La Fitness (formerly Bally Total Fitness) Chicago, IL Jan 1990 - Sep 2015 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Donna A. Glavan
Phone Number: 800-999-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Donna Glavan and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.