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JG

Jacquelyn E. Glenn

FAS WEALTH PARTNERS
Leawood, KS 66224
Some features on this profile are disabled
CRD#: 2260863
JG

Professional summary

Jacquelyn Elayne Glenn, who also goes by Jacquelyn Elayne Hale, Jacquelyn Elayne Schatz, is a registered financial advisor currently at FAS WEALTH PARTNERS, INC. located in Leawood, Kansas and FAS CORP. located in Leawood, Kansas.

Jacquelyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jacquelyn has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jacquelyn Elayne Hale | Jacquelyn Elayne Schatz

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) - RIA

Click below to view Jacquelyn Elayne Glenn's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

January 6, 2022 - Present

FAS WEALTH PARTNERS, INC.

Office #1: 4747 W 135 Street Suite 100, Leawood, KS 66224
RIA
CRD#: 109796
Leawood, KS
Current

January 6, 2022 - Present

FAS CORP.

Office #1: 4747 West 135th Street, Suite 100, Leawood, KS 66224
BD
CRD#: 43536
Leawood, KS
Past

December 9, 2009 - September 17, 2021

WADDELL & REED

RIA
CRD#: 866
OVERLAND PARK, KS
Past

December 9, 2009 - September 17, 2021

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

October 5, 2009 - November 5, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MINNEAPOLIS, MN
Past

October 5, 2009 - November 5, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

March 8, 2007 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
HONOLULU, HI
Past

January 18, 2006 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
HONOLULU, HI
Past

September 9, 2004 - January 6, 2006

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

September 11, 2003 - September 10, 2004

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

September 23, 2002 - September 22, 2003

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

April 20, 1998 - September 13, 2002

CANNARSA INVESTMENTS INC.

BD
CRD#: 1381
MUSKOGEE, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FAS WEALTH PARTNERS, INC.
FAS | WWW.FASKC.COM | HTTPS://WWW.LINKEDIN.COM/COMPANY/FINANCIAL-ADVISORY-SERVICE-INC/ | FINANCIAL ADVISORY SERVICE, INC. D/B/A MAYFLOWER CAPITAL | FINANCIAL ADVISORY SERVICE INC | FAS WEALTH PARTNERS, INC. | FAS WEALTH PARTNERS

CRD#: 109796 / SEC#: 801-19282

RIA
Registered Investment Advisory firm - (7/21/1983 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Kansas
(1/6/2022)
IAR
Kansas
(1/6/2022)
RR
Missouri
(1/6/2022)
IAR
Missouri
(1/6/2022)
RR
Washington
(3/20/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/5/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/19/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/17/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/29/2004
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/15/2004
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/1/2004
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FW
FAS WEALTH PARTNERS, INC.
FAS | WWW.FASKC.COM | HTTPS://WWW.LINKEDIN.COM/COMPANY/FINANCIAL-ADVISORY-SERVICE-INC/ | FINANCIAL ADVISORY SERVICE, INC. D/B/A MAYFLOWER CAPITAL | FINANCIAL ADVISORY SERVICE INC | FAS WEALTH PARTNERS, INC. | FAS WEALTH PARTNERS

CRD#: 109796 / SEC#: 801-19282

RIA
Registered Investment Advisory firm - (7/21/1983 Approved)
PREMIUM
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Contact information

Main Address
4747 W 135 Street Suite 100, Leawood, KS 66224
Mailing Address
Phone number
(913) 239-2300
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FAS FORM ADV PART 2A BROCHURE 20230331 (2/25/2026)

Regulatory assets under management

Total Number of Accounts5,110
AUM (Assets Under Management)$ 3,776,012,822

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/01/2025
Cover Page
Report
01/31/2024
Cover Page
Report

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

FAS WEALTH PARTNERS, INC.

CRD#: 109796Leawood, KS 66224

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