J. Glaze
J. Glaze is a registered investment advisor at Cetera Investment Advisers LLC, based in Graham, NC, with 18 years of industry experience. J. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
845 S. Main St Ste 200, Graham, NC, 27253
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Regulatory History (2)
Customer Dispute
June 2024Customer Dispute
April 2023Other Business ActivitiesSells Insurance
J. is an insurance agent with Avantax Insurance Agency, offering insurance products to clients, and also sells Equity Index Annuities to Avantax clients, dedicating a few hours per week to each activity. J. is also the treasurer for a local government committee, an executive board member for a church, and a member of BGLW LLC DBA Envision Wealth Partners, spending nearly full-time hours on the latter.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Ifg Advisory, LLC
LPL Financial LLCBroker
LPL Financial LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations10 states
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.