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Jack Gloss

Investment adviser representative at Landaas & Company
10 yearsYears since first job or exam
1 stateRegistered in
$1.9B
33 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Landaas & Company, LLCMar 2024 to now
  2. Wells Fargo Funds Distributor, LLC.Feb 2021 to Mar 2024
  3. Wells Fargo Clearing ServicesOct 2018 to Feb 2021
  4. TD AmeritradeOct 2017 to Oct 2018
  5. UnemployedMay 2017 to Oct 2017
  6. Atlantic CouncilJan 2017 to May 2017
  7. University of Wisconsin, MadisonAug 2016 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (WI).

Landaas & Company

Legal name: Landaas & Company, LLC

$1.9B
1,804Clients
19Advisers
33 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

6864812
47487
Advisor's SEC record (opens in a new tab)
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