Jonathan Glazier has been an investment adviser representative at Lord and Richards Wealth Management since January 2024, and is not listed among the firm’s executive officers or direct owners. Jonathan Glazier holds a Health science degree from Colorado Christian University.
Lord and Richards Wealth Management, LLC is a Highlands Ranch, CO firm with $129M under management, 1,228 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Jon Glazier is a Financial Advisor of Lord and Richards. He taught high school sciences before joining the team at Lord and Richards. He realized his interest in personal finance in college, when he found himself studying finance in his free time.
Jonathan Glazier’s longest registration is the current one, 2 years at Lord and Richards Wealth Management since 2024. Before joining Lord and Richards Wealth Management in 2024, Jonathan Glazier was registered through Ae Wealth Management, LLC.
- Lord and RichardsCurrent– present · 2 yearsHighlands Ranch, CO · Adviser representative · Firm CRD 328907
- Ae Wealth Management, LLC– · under a yearHighlands Ranch, CO · Adviser representative · Firm CRD 282580
Professional designations
Listed by Lord and Richards Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jonathan Glazier is registered as an investment adviser representative in Colorado, since January 2024.
- ColoradoSince 8 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 July 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Luke Glazier
- CRD
- 7787873
- Firm
- Lord and Richards Wealth Management · CRD 328907
- Office
- 8744 LUCENT BLVD SUITE 100, Highlands Ranch, CO 80126
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lordandrichards.com
Where does Jonathan Glazier work?
Jonathan Glazier is an investment adviser representative registered through Lord and Richards Wealth Management, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Glazier a financial advisor?
Yes. Jonathan Glazier has a current investment-adviser registration in Colorado, through Lord and Richards Wealth Management since January 2024.
How many years of experience does Jonathan Glazier have?
Jonathan Glazier has 3 years in the financial industry, since July 2023, across 2 adviser firms.
What exams has Jonathan Glazier passed?
Jonathan Glazier passed the Series 65 in July 2023.
Where is Jonathan Glazier based?
Jonathan Glazier’s registered office is in Highlands Ranch, CO.
Is Jonathan Glazier registered with FINRA?
No. Jonathan Glazier has no current broker registration.
Is Jonathan Glazier a CFP?
Lord and Richards Wealth Management lists Jonathan Glazier with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jonathan Glazier’s record?
Search CRD 7787873 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Glazier’s full registration record.
