Jeremy GlassCRD Number: 5485711
Current Firm: Schwab Private Client Investment Advisory, Inc.
Jeremy Glass (CRD# 5485711) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Indianapolis, IN and has over 6 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.
I4 Advisors LLC
Treybourne Wealth Planners
Canterbury Investment Management, LLC
|Charles Schwab & Company,inc||Indianapolis, IN||Apr 2016 - Current||< 1|
|Schwab Private Client Investment Advisory, Inc.||Indianapolis, IN||Apr 2016 - Current||< 1|
|Tiaa||West Lafayette, IN||Aug 2013 - Mar 2016||2|
|Tiaa-cref Individual & Institutional Services, LLC||West Lafayette, IN||Aug 2013 - Mar 2016||2|
|Valic Financial Advisors Inc.||Carmel, IN||Jan 2010 - Aug 2013||3|
|Axa Advisors, LLC||New York, NY||Jul 2009 - Jan 2010||< 1|
|American United Life||Indianapolis, IN||Jul 2006 - Jul 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2009|
|S66||NASAA Uniform Combined State Law Examination||Feb 2010|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV
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