Jacquelyn E. Glenn

FAS WEALTH PARTNERS

Leawood, KS 66224

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CRD#: 2260863

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.

4/2018-Present, American Kennel Club, New York, NY, Not for Profit, Delegate, 8 hours/month, 0 hours/month during securities trading hours, not investment related.

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

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

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

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.

CRD#: 5979

HONOLULU, HI

Past

September 9, 2004 - January 6, 2006

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

September 11, 2003 - September 10, 2004

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

September 23, 2002 - September 22, 2003

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

April 20, 1998 - September 13, 2002

CANNARSA INVESTMENTS INC.

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".

FAS WEALTH PARTNERS, INC.

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.

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

Kansas
(1/6/2022)

IAR

Kansas
(1/6/2022)

Missouri
(1/6/2022)

IAR

Missouri
(1/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/5/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/19/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/17/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/29/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/15/2004

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 3/1/2004

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FAS WEALTH PARTNERS, INC.

CRD#: 109796 / SEC#: 801-19282

RIA

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

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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

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAS FORM ADV PART 2A BROCHURE 20230331 (10/6/2025)

Regulatory assets under management

Total Number of Accounts	5,010
AUM (Assets Under Management)	$ 3,085,389,748

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/01/2025	Cover Page	Report
01/31/2024	Cover Page	Report
01/31/2023	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.

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Advisor Monitoring

Firm Stability Insights

Jacquelyn E. Glenn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FAS CORP.

WADDELL & REED

WADDELL & REED

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

INVEST FINANCIAL CORPORATION

AMERIPRISE ADVISOR SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

CANNARSA INVESTMENTS INC.

Primary Firm SEC Registration

FAS WEALTH PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/5/2007

Series 63

Date: 12/19/1997

SIE

Date: 10/1/2018

Series 7

Date: 4/17/1998

Series 10

Date: 3/29/2004

Series 9

Date: 3/15/2004

Series 24

Date: 3/1/2004

FINRA

Current Firm

FAS WEALTH PARTNERS, INC.

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FAS WEALTH PARTNERS, INC.

TRUST BUT VERIFY

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