JG
JG

Jacquelyn Elayne Glenn

27 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,503 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

4747 W 135 Street, Suite 100, Leawood, KS, 66224

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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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Other Business Activities

Jacquelyn is a delegate for the American Kennel Club, a not-for-profit organization, since 2018. This requires a few hours per week and is not investment-related.

Employment History
Current Registrations
Fas CORP.Broker
January 2022 - Present · 4 yrs 1 mo
Fas Wealth Partners, INC.
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Waddell & Reed
December 2009 - September 2021 · 11 yrs 9 mos
Waddell & ReedBroker
December 2009 - September 2021 · 11 yrs 9 mos
Ameriprise Financial Services, INC.
October 2009 - November 2009 · 1 mo
Ameriprise Financial Services, INC.Broker
October 2009 - November 2009 · 1 mo
Ameriprise Advisor Services, INC.
March 2007 - October 2009 · 2 yrs 7 mos
Ameriprise Advisor Services, INC.Broker
January 2006 - October 2009 · 3 yrs 9 mos
Invest Financial CorporationBroker
September 2004 - January 2006 · 1 yr 4 mos
H&r Block Financial Advisors, INC.Broker
September 2003 - September 2004 · 1 yr
H.D. Vest Investment ServicesBroker
September 2002 - September 2003 · 1 yr
Cannarsa Investments INC.Broker
April 1998 - September 2002 · 4 yrs 5 mos
State Registrations2 states
KSMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.