Jeremy Glass, financial advisor Indianapolis IN

Jeremy Glass

CRD Number: 5485711
Current Firm: Schwab Wealth Advisory, Inc.

Jeremy Glass (CRD# 5485711) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Indianapolis, IN and has over 14 years of experience in the finance industry. Jeremy Glass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Indianapolis, IN Apr 2016 - Current 7
Charles Schwab & Company,inc Indianapolis, IN Apr 2016 - Current 7
Tiaa West Lafayette, IN Aug 2013 - Mar 2016 2
Tiaa-cref Individual & Institutional Services, LLC West Lafayette, IN Aug 2013 - Mar 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S66 NASAA Uniform Combined State Law Examination Feb 2010
Contact Info for Jeremy M. Glass
Phone Number: 415-667-7000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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