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Toni Glass

Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Edward JonesMay 2022 to now
  2. Burn Boot Camp WeddingtonJan 2022 to May 2022
  3. Carolina Integrative Veterinary HospitalApr 2021 to Apr 2022
  4. Burn Boot Camp ConcordApr 2018 to Mar 2021
  5. Whole Pet Veterinary HospitalJul 2016 to Apr 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (SC, TX).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
7542185
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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