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ChFC
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ChFC

Jason Glazier

Edward Jones
21 Years of Experience
North Bend, WA
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Jason Glazier is a ChFC-designated registered investment advisor at Edward Jones, based in North Bend, WA, with 21 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

530 E North Bend Way, Suite 103, North Bend, WA, 98045-7947

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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.
Financial
February 2022
Final
Criminal
August 1995
Final Disposition
Employment Separation After Allegations
June 1995
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward JonesBroker
March 2019 - Present · 7 yrs 7 mos
Edward Jones
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2012 - February 2019 · 6 yrs 7 mos
Ameriprise Financial Services, INC.Broker
July 2012 - February 2019 · 6 yrs 7 mos
Wells Fargo Advisors, LLCBroker
June 2007 - July 2012 · 5 yrs 1 mo
Wells Fargo Advisors, LLC
June 2007 - July 2012 · 5 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
September 2005 - June 2007 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - June 2007 · 1 yr 10 mos
Citicorp Investment ServicesBroker
May 2004 - April 2005 · 11 mos
State Registrations8 states
AZCACONCNVSCTXWA
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.
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