Jonathan Henry Glaser
Investment Adviser Representative at IOWA Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Henry Glaser is an investment adviser representative with IOWA Wealth Management, LLC in West Des Moines, IA, where they have been registered since 2017. They have worked in the securities industry since 1985 and have been registered with 5 firms, including Investment Centers of America, Inc. and Morgan Stanley Smith Barney LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Iowa and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa, Texas
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.
- Investment Centers OF AmericaJan 2010 – Feb 2017West Des Moines, IA
- Iowa Wealth Management, LLCFeb 2017 – no end date reportedWest Des Moines, IA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IOWA Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
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
Financial planning, asset management, and retirement planning, including coordinating with CPAs and estate attorneys to provide a comprehensive view of clients' financial lives.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- West Des Moines, IA
- Founded:
- 2009
- SEC file number:
- 801-123613
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 9, 2026
View full firm profileOther advisors at IOWA Wealth Management, LLC
1 other advisor in the directory
View IOWA Wealth Management, LLC firm profileSimilar advisors in West Des Moines, IA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Henry Glaser 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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