Advisor at Lord and Richards
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lord and Richards
Location
Highlands Ranch, CO 80126
Credentials
Series 65
Industry experience
2 years
Jonathan Glazier is a Series 65 licensed advisor with Lord and Richards Wealth Management, where he has worked for two years. He has prior experience at AE Wealth Management and has held educational roles at Beth Eden Baptist School and Colorado Christian University. Glazier is also a licensed insurance agent. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and customized investment policy statements. The firm uses diverse analytical methods and manages portfolios that typically include equities, fixed income, and ETFs, operating under a seven-advisor team with approximately $104 million in discretionary assets.
Based on Lord and Richards
$0 - $1,000,000: 1.50% $1,000,001 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
8744 Lucent Blvd Suite 100
Highlands Ranch, CO 80126
Colorado
Lord and Richards Wealth Management, LLC
2024 - Present (2 years)
AE Wealth Management, LLC
2023 - Present (3 years)
Beth Eden Baptist School
2022 - 2023 (1 year)
Colorado Christian University
2019 - 2022 (3 years)
School
2006 - 2022 (16 years)
Beth Eden Baptist School
2006 - 2019 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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