Jason Anthony Mc Glone
CFP®Professional Summary
Jason Anthony Mc Glone, CFP®, who also goes by Jason Anthony Mcglone, is a registered financial advisor currently at MCGLONE SUTTNER WEALTH MANAGEMENT, INC. located in Appleton, Wisconsin. Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jason has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason Anthony Mcglone
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
APPLETON CAPITAL PARTNERS, INC. | VERUS INVESTMENT ADVISORY GROUP, INC. | VERUS INVESTMENT ADVISORY GROUP | MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
Contact Information
Main Address
3501 E Evergreen Drive Ste A, Appleton, WI 54913Phone Number
(920) 882-5299# of Employees
15SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,913AUM (Assets Under Management)
$1,005,855,882Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
APPLETON CAPITAL PARTNERS, INC. | VERUS INVESTMENT ADVISORY GROUP, INC. | VERUS INVESTMENT ADVISORY GROUP | MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(12/7/2021)
(12/7/2021)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jason Anthony Mc Glone's CRS (Customer Relationship Summary).
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