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RIA / WealthAdvisorCertified Financial Planner15 years in industry

JAMES KEVIN GLASHEEN

Advisor at PARALLEL ADVISORS, LLC

DENVER, CO | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:9520fbb4-adea-830a-65ec-0e0ee2f64ccd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 23, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PARALLEL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 24, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Mar 24, 2011
First registration: Sep 23, 2011
Dual registered: no
Other names: JIMMY GLASHEEN|JAMES KEVIN GLASHEEN
IAPD individual key: 5750170

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PARALLEL ADVISORS, LLC	Independent wealth	Jan 1, 2025	n/a	yes	DENVER, CO\|SAN FRANCISCO, CA	Current employment
COLORADO WEALTH GROUP LLC	Former SEC adviser	Aug 8, 2021	Jun 25, 2024	no	DENVER, CO	Previous registration
CREATIVEONE WEALTH, LLC	Independent wealth	Oct 22, 2020	Jul 23, 2021	no	Centennial, CO\|OVERLAND PARK, KS	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Dec 2, 2019	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 23, 2011	Jul 13, 2018	no	WEST HARTFORD, CT\|MOUNTAIN VIEW, CA\|NEW HAVEN, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COLORADO WEALTH GROUP LLC	PARALLEL ADVISORS, LLC	Jun 25, 2024	Jan 1, 2025	190	Firm change	RIA to RIA
CREATIVEONE WEALTH, LLC	COLORADO WEALTH GROUP LLC	Jul 23, 2021	Aug 8, 2021	16	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	CREATIVEONE WEALTH, LLC	Dec 2, 2019	Oct 22, 2020	325	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (5)

→ PARALLEL ADVISORS, LLCRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ COLORADO WEALTH GROUP LLCRegistered adviserregistration: previous registration
Aug 8, 2021 to Jun 25, 2024factForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Oct 22, 2020 to Jul 23, 2021factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Dec 2, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 23, 2011 to Jul 13, 2018factForm ADV

Dated events

Occurred
Jun 25, 2024
Advisor changed firm
James Kevin Glasheen left Colorado Wealth Group Llc for Parallel Advisors, Llc (registered 2025-01-01)
Form ADVobserved 5 days ago