AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
WV

William G. Van Buren

Some features on this profile are disabled
CRD#: 1062116
WV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Glenn Van Buren, who also goes by William Gienn Vanburen, William Glen Vanburen, William Glenn Vanburen, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1982. William had worked at 9 firms and has passed the Series 63, Series 55, Series 7, Series 52 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Gienn Vanburen | William Glen Vanburen | William Glenn Vanburen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 15, 2010 - August 5, 2013

J.A. GLYNN INVESTMENTS, LLC.

BD
CRD#: 22011
ST LOUIS, MO
Past

April 30, 2007 - October 11, 2010

STEPHENS

BD
CRD#: 3496
EVANSTON, IL
Past

January 18, 2005 - April 3, 2007

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CHICAGO, IL
Past

September 4, 2003 - November 11, 2004

UBS CAPITAL MARKETS L.P.

BD
CRD#: 2692
STAMFORD, CT
Past

November 14, 1995 - September 4, 2003

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

November 13, 1992 - November 7, 1995

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

August 16, 1990 - August 5, 1992

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

May 23, 1989 - August 17, 1990

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

September 24, 1986 - April 15, 1989

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

November 9, 1982 - June 18, 1986

DAHLKE & CO., INC.

BD
CRD#: 7166

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/8/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 6/21/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/17/2003
General Securities Principal Examination

Current Firm


JG
J.A. GLYNN INVESTMENTS, LLC.
DJF PURCHASE COMPANY, INC. | JAG ADVISORS | J.A. GLYNN INVESTMENTS, LLC. | J.A. GLYNN & CO.

CRD#: 22011 / SEC#: 801-53844, 8-39465

BD
Terminated by SEC on 05/01/2021
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Missouri since 03/11/2013
Firm type
Limited Liability Company
Fiscal year end
April
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

JAG ADVISORS ADV 2A AND APPENDIX (7/13/2012)

Direct owners and executive officers


NamePositionCRD#
J.A. GLYNN & CO.PARENT
CONLEY, NORMAN BENEDICT IIIPRESIDENT, CHIEF EXECUTIVE OFFICER,CHAIRMAN, CCO2543624

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


J.A. GLYNN INVESTMENTS, LLC.

CRD#: 22011

TRUST BUT VERIFY

Monitor William Van Buren

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics