Unclaimed Profile

Jeffrey Michael Glenn

BRECKINRIDGE CAPITAL ADVISORS INC·BOSTON, Massachusetts

Series 7, Series 65Clean record23 years registeredBRECKINRIDGE CAPITAL ADVISORS INC

125 HIGH STREET, BOSTON, MA 02110-1529CRD# 2877549Firm CRD# 107143

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Michael Glenn · BOSTON, MA

Registration

CRD #2877549 · BRECKINRIDGE CAPITAL ADVISORS INC · 23 years registered

Brand Profile

Not yet started

Career History

BRECKINRIDGE CAPITAL ADVISORS INC

May 2012 – present

BRANDES INVESTMENT PARTNERS, LP

Feb 2003 – May 2012

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · February 27, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRECKINRIDGE CAPITAL ADVISORS INC

CRD 107143 · SEC 801-43833

AUM

$47.9B

Regulatory assets under management

Employees

17,848 client accounts

Services offered by BRECKINRIDGE CAPITAL ADVISORS INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at BRECKINRIDGE CAPITAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Michael Glenn offer?

Jeffrey Michael Glenn specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Jeffrey Michael Glenn's credentials?

Jeffrey Michael Glenn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Michael Glenn located?

Jeffrey Michael Glenn is based in BOSTON, Massachusetts, working with BRECKINRIDGE CAPITAL ADVISORS INC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Jeffrey Michael Glenn charge for services?

Jeffrey Michael Glenn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRECKINRIDGE CAPITAL ADVISORS INC?

BRECKINRIDGE CAPITAL ADVISORS INC has approximately 92 employees and manages $47.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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