Falists
← Back to search

JAN S. GLADE, CPA (APC)

CRD 117777

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 0 advisory reps

Clients

0

Fees

APPLICANT RECEIVES REFERRAL FEES FROM A NON-RELATED MONEY MGR

Org form

Corporation

Filing date

2026-01-29

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau →

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

INVESTMENT ADVISORY SERVICES ARE PROVIDED BY A NON-RELATED MONEY MANAGER;REFERRAL FEES ARE PAID TO APPLICANT ONLY.

Official SEC filing: View on IAPD