Jonathan Glenn is a registered investment advisor, based in Germantown, TN, with 7 years of industry experience.
Location
2176 West St, Ste 100, Germantown, TN, 38138
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan works as an agent/broker selling fixed insurance products since 2019. He dedicates a few hours per week to this activity, which is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
June 2019 - August 2023 · 4 yrs 2 mos
Securian Financial Services, INC.Broker
June 2019 - August 2023 · 4 yrs 2 mos
Ameriprise Financial Services, INC.
June 2018 - April 2019 · 10 mos
Ameriprise Financial Services, INC.Broker
March 2018 - April 2019 · 1 yr 1 mo
State Registrations20 states
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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.