Jerry Glasser
Investment Adviser Representative at Lincoln Investment
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jerry Glasser is an investment adviser representative in Bala Cynwyd, PA, currently registered with Capital Analysts and Lincoln Investment. They have worked in the securities industry since 2019 and were previously registered with Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
5 states and territories
Arizona, Florida, New Jersey, New York, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesFeb 2019 – Sep 2023St Louis, MO
- UnemployedDec 2018 – Jan 2019Elkins Park, PA
- Dime Community BankSep 2017 – Nov 2018Cedarhurst, NY
- Millennial Wealth StrategiesJan 2017 – Sep 2017Mellvile, NY
- UnemployedSep 2016 – Dec 2016New York, NY
- Lincoln InvestmentSep 2023 – no end date reportedFort Washington, PA
- Capital AnalystsSep 2023 – no end date reportedFort Washington, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lincoln Investment
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- First $500,0000.15%
- $500,000.01 - 1,000,0000.12%
- $1,000,000.01 - 2,000,0000.10%
- $2,000,000.01 - 5,000,0000.08%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 923
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Fort Washington, PA
- SEC file number:
- 801-14059
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 20, 2026
View full firm profileOther advisors at Lincoln Investment
Showing 12 of 923 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jerry Glasser has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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