GY
CFP
GY
CFP

Glenn Yarbrough

38 Years of Experience
Jacksonville, FL
3 DisclosuresBroker

Glenn Yarbrough is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Jacksonville, FL, with 38 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

Jacksonville, FL

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2020
Denied
Customer Dispute
July 2019
Denied
Customer Dispute
August 2002
Award / Judgment
Other Business Activities

Glenn is a past board president for Yarbrough, dedicating minimal time to this non-investment related activity. He spends 1 to 9 hours per month on this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2024 - Present · 2 yrs
Ameriprise Financial Services, LLC
September 2024 - Present · 2 yrs
Ameriprise Financial Services, LLCBroker
September 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2013 - October 2024 · 11 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2013 - October 2024 · 11 yrs 4 mos
Morgan Stanley
June 2009 - July 2013 · 4 yrs 1 mo
Morgan StanleyBroker
June 2009 - July 2013 · 4 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 1991 - April 2007 · 16 yrs 3 mos
Morgan Stanley Dw INC.Broker
October 1990 - April 2007 · 16 yrs 6 mos
Empire National Securities, IncorporatedBroker
April 1990 - October 1990 · 6 mos
National Securities CorporationBroker
November 1989 - April 1990 · 5 mos
The Stuart-James Company, IncorporatedBroker
July 1987 - November 1989 · 2 yrs 4 mos
State Registrations18 states
AZCACOCTFLGAILINMINCNJNVNYORPATNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.