JG

Jacquelyn Elayne Glenn

27 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
1,503 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$5,000
Financial Plan Fee:Up to $25,000
Hourly Rate:Up to $500/hr

FAS charges a fee based on a percentage of assets under management, up to 1.50% per year, or a mutually agreed-upon flat dollar fee. A minimum quarterly fee of up to $1,250 ($5,000 annually) may apply, potentially making the cost prohibitive for clients with less than $500,000 of household assets. All fee arrangements are subject to negotiation. Financial planning services are offered on an hourly basis (up to $500/hour) or a fixed engagement fee (up to $25,000).

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
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Advisor Information

Office location

4747 W 135 Street, Suite 100, Leawood, KS, 66224

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jacquelyn is a delegate for the American Kennel Club, a not-for-profit organization, since 2018. This requires a few hours per week and is not investment-related.

Employment History
Current Registrations
Fas CORP.Broker
January 2022 - Present · 4 yrs
Fas Wealth Partners, INC.
January 2022 - Present · 4 yrs
Previous Registrations
Waddell & Reed
December 2009 - September 2021 · 11 yrs 9 mos
Waddell & ReedBroker
December 2009 - September 2021 · 11 yrs 9 mos
Ameriprise Financial Services, INC.
October 2009 - November 2009 · 1 mo
Ameriprise Financial Services, INC. Broker
October 2009 - November 2009 · 1 mo
Ameriprise Advisor Services, INC.
March 2007 - October 2009 · 2 yrs 7 mos
Ameriprise Advisor Services, INC.Broker
January 2006 - October 2009 · 3 yrs 9 mos
Invest Financial CorporationBroker
September 2004 - January 2006 · 1 yr 4 mos
H&r Block Financial Advisors, INC.Broker
September 2003 - September 2004 · 1 yr
H.D. Vest Investment ServicesBroker
September 2002 - September 2003 · 1 yr
Cannarsa Investments INC.Broker
April 1998 - September 2002 · 4 yrs 5 mos
State Registrations2 states
KSMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jacquelyn Elayne Glenn - Financial Advisor | AdvisorDiscover