JG
Jan S. Glade
JAN S. GLADE, CPA (APC)
New Orleans, LA
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CRD#: 4489965
JG
Professional summary
Jan Stuart Glade is a registered financial advisor currently at JAN S. GLADE, CPA (APC) located in New Orleans, Louisiana.
Jan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jan has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
OWNER OF ONE PIECE OF RENTAL PROPERTY(2 UNITS) HELD FOR RENTAL INCOME. WORK TAKES UP ONE HOUR PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Jan Stuart Glade's 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®
NoneExperience
Current
November 29, 2011 - Present
JAN S. GLADE, CPA (APC)
RIA
CRD#: 117777
New Orleans, LA
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.Highlighted states indicate IAR registrations
IAR
Louisiana(11/29/2011)
Exams
Current Firm
JS
JAN S. GLADE, CPA (APC)
JAN S. GLADE, CPA (APC)
CRD#: 117777 / SEC#:
Louisiana
Registered Investment Advisory firm - (1/8/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
New Orleans, LA
Mailing Address
Phone number
(504) 866-7852
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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