Jerry Glasser
Investment adviser representative at Capital Analysts
10 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Capital AnalystsSep 2023 to now
- Lincoln InvestmentSep 2023 to now
- Edward JonesFeb 2019 to Sep 2023
- UnemployedDec 2018 to Jan 2019
- Dime Community BankSep 2017 to Nov 2018
- Millennial Wealth StrategiesJan 2017 to Sep 2017
- UnemployedSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6480871
- Firm CRD
- 162200