RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jacquelyn Elayne Glenn
- Title
- Chief Compliance Officer ∗reportedfaswealthpartners.comfirm site, Sep 15, 2026
- Professional profile
- faswealthpartners.com/jacque-glennreportedfaswealthpartners.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Fas Wealth Partners, Inc. independent RIA currentsince Jan 6, 2022 · Leawood, Ks
- Waddell & Reed formerDec 9, 2009 to Sep 17, 2021 · Overland Park, Ks
- Ameriprise Financial Services, LLC national BDOct 5, 2009 to Nov 5, 2009 · Kansas City, Mo
- Ameriprise Advisor Services, Inc. unclassifiedMar 8, 2007 to Oct 5, 2009 · Honolulu, Hi
- Waddell & Reed to Fas Wealth Partners, Inc.left Sep 17, 2021, registered Jan 6, 2022 (111 days) · Affiliated broker-dealer or bank to independent RIA
- Ameriprise Financial Services, LLC to Waddell & Reedleft Nov 5, 2009, registered Dec 9, 2009 (34 days) · Other
- Ameriprise Advisor Services, Inc. to Ameriprise Financial Services, LLCleft Oct 5, 2009, registered Oct 5, 2009 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address