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Jeffrey Glenn

Co-Chief Investment Officer at Breckinridge Capital Advisors

Investment adviser registrationBoston, MASEC record checked 17 October 2026

23
Years in the industry
14
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Jeffrey Glenn is Co-Chief Investment Officer of Breckinridge Capital Advisors Inc, a Boston investment adviser managing $54.3B. Jeffrey Glenn has been registered through Breckinridge Capital Advisors since 23 May 2012, has 23 years in the industry across 2 firms and has passed the Series 7 and Series 65.

Role at Breckinridge Capital Advisors

Title on Schedule A
Co-Chief Investment Officer
Control
Jeffrey Glenn is a control person of Breckinridge Capital Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jeffrey Glenn has held the filed role since June 2024.

The firm

Breckinridge Capital Advisors Inc
Boston, MA

Form ADV filed 18 March 2026

$54.3B AUM18,447 clients41 advisers2 offices

Career on record

Jeffrey Glenn has been registered through Breckinridge Capital Advisors since May 2012, and before that through Brandes Investment Partners, LP.

Firms and exams, newest first
  1. Breckinridge Capital Advisors IncCurrent
    – present · 14 years
    Boston, MA · Adviser representative · Firm CRD 107143
  2. Brandes Investment Partners, LP
    – · 9 years
    San Diego, CA · Adviser representative · Firm CRD 105404
  3. Passed Series 65 · 2003
  4. Passed Series 7 · 2000

Registrations and exams

Jeffrey Glenn has a current investment-adviser registration in Massachusetts and has passed 2 qualifying exams.

Massachusetts23 May 2012
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6527 January 2003
Name
Uniform Investment Adviser Law Examination
Series 729 August 2000
Name
General Securities Representative Examination

Individual record

Full name
Jeffrey Michael Glenn
CRD
2877549
Firm
Breckinridge Capital Advisors Inc
Registration status
Investment adviser registration
Office
125 High Street, Oliver Street Tower, 4th Floor, Boston, MA 02110

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Jeffrey Glenn work?

Jeffrey Glenn has been Co-Chief Investment Officer of Breckinridge Capital Advisors Inc since June 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 18 March 2026

Is Jeffrey Glenn a financial advisor?

Yes. Jeffrey Glenn has a current investment-adviser registration in Massachusetts, through Breckinridge Capital Advisors since May 2012, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Jeffrey Glenn have?

Jeffrey Glenn has worked in the financial industry for 23 years as of 17 October 2026, counted from 19 March 2003, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Jeffrey Glenn passed?

Jeffrey Glenn has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in August 2000.

Source: IAPD individual record, checked 17 October 2026

Where did Jeffrey Glenn work before Breckinridge Capital Advisors?

Before Breckinridge Capital Advisors, Jeffrey Glenn was registered through Brandes Investment Partners, LP, February 2003 to May 2012.

Source: IAPD individual record, checked 17 October 2026

Where is Jeffrey Glenn based?

Jeffrey Glenn’s registered office is in Boston, MA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Breckinridge Capital Advisors

  • Ognjen Sosa
    Chief Executive Officer/Director
  • Anthony Greco
    President/Chief Operating Officer/Director
  • Helen McAuley
    Chief Compliance Officer
  • George Beal
    Director
  • Kristin Bradbury
    Director
  • Matthew Buscone
    Co-Chief Investment Officer
  • Hannah Coffin
    Director
  • Peter Coffin
    Executive Chair/Director
  • Andrew Meyers
    Director
  • Phillip Newell
    Director
  • Dominica Ribeiro
    Chief Marketing and Distribution Officer/Director
  • Benjamin Smelser
    Chief Technology Officer
  • Anne Stetson
    Director/Benefit Director

Sources

  1. IAPD individual record, CRD 2877549. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Breckinridge Capital Advisors Inc, filed 18 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jeffrey Glenn or Breckinridge Capital Advisors Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.