JG
CFA
JG
CFA

Jeffrey Glattfelder

28 Years of Experience
Princeton, NJ
Broker

Jeffrey Glattfelder is a CFA-designated registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 University Square Drive, Princeton, NJ, 08540

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blackrock Investment Management, LLC
August 2021 - Present · 4 yrs 9 mos
Blackrock Investments, LLCBroker
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.Broker
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2012 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
January 2006 - June 2009 · 3 yrs 5 mos
Metlife Securities INC.Broker
May 2005 - November 2005 · 6 mos
Metropolitan Life Insurance CompanyBroker
May 2005 - November 2005 · 6 mos
Fam Distributors, INC.Broker
June 2001 - December 2002 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1994 - May 2001 · 6 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeffrey Glattfelder - Financial Advisor | TrueAdvisor