Joseph A. Weissglass

CONFIGURE PARTNERS SECURITIES

Atlanta, GA 30326

Some features on this profile are disabled

CRD#: 5933243

Professional summary

Joseph Aaron Weissglass, who also goes by Joseph Weissglass, is a registered financial professional currently at CONFIGURE PARTNERS SECURITIES, LLC located in Atlanta, Georgia.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 2012. Joseph has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 79 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Joseph Weissglass

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) - BD

Click below to view Joseph Aaron Weissglass'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

May 7, 2020 - Present

CONFIGURE PARTNERS SECURITIES, LLC

Office #1: 3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326

CRD#: 165594

Atlanta, GA

Past

January 11, 2018 - June 1, 2020

BURCH & COMPANY, INC

CRD#: 102280

KANSAS CITY, MO

Past

September 14, 2017 - December 15, 2017

MAZZONE & ASSOCIATES, LLC

CRD#: 144159

ATLANTA, GA

Past

March 24, 2014 - August 15, 2017

GUGGENHEIM SECURITIES, LLC

CRD#: 40638

ATLANTA, GA

Past

September 6, 2012 - March 7, 2014

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

State Registrations and Notice Filings

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

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

Alabama
(6/13/2025)

California
(2/3/2021)

Connecticut
(4/16/2021)

Florida
(2/3/2021)

Georgia
(5/7/2020)

Illinois
(2/3/2021)

Kentucky
(3/26/2025)

Maryland
(7/15/2025)

Massachusetts
(2/10/2021)

Michigan
(4/10/2025)

Minnesota
(3/27/2025)

New Hampshire
(9/19/2025)

New York
(2/3/2021)

Ohio
(2/1/2024)

Oregon
(2/9/2023)

Pennsylvania
(1/22/2024)

Texas
(2/3/2021)

Wyoming
(5/5/2025)

Exams

State Security Law Exam

Series 63

Date: 9/12/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 9/5/2012

Investment Banking Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/20/2019

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CONFIGURE PARTNERS SECURITIES, LLC

CONFIGURE PARTNERS SECURITIES, LLC | GLASSRATNER SECURITIES, LLC

CRD#: 165594 / SEC#: , 8-69172

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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

3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326

Mailing Address

3344 Peachtree Road Ne Suite 1500, Atlanta, GA 30326

Phone number

(404) 536-0690

Established

Georgia since 08/16/2012

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (22 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CONFIGURE PARTNERS HOLDINGS, LLC	SOLE MEMBER
FAVARO, VINCENT WILLIAM	CCO	4163532
HOPKINS, THOMAS JOHN	FINOP, PFO, POO	1835087
JACQUIN, JAY CHRISTOPHER	EXECUTIVE REP., INVESTMENT BANKING AND PRIVATE SECURITIES OFFERINGS PRINCIPAL	5155292

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph A. Weissglass

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joseph Aaron Weissglass's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURCH & COMPANY, INC

MAZZONE & ASSOCIATES, LLC

GUGGENHEIM SECURITIES, LLC

BARCLAYS CAPITAL INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/12/2012

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 79

Date: 9/5/2012

Series 24

Date: 11/20/2019

FINRA

Current Firm

CONFIGURE PARTNERS SECURITIES, LLC

Contact information

FINRA licenses (22 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CONFIGURE PARTNERS SECURITIES, LLC

TRUST BUT VERIFY

Similar Advisors