# Jeri Margolis Glazer

Jeri Margolis Glazer is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with IP FINANCIAL ADVISORY SERVICES LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [IP FINANCIAL ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/305772) | 2026-05-22 | present | Yes |
| [PARK AVENUE SECURITIES LLC](https://search.stillhousedata.com/firm/46173) | 2026-05-20 | 2026-05-20 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2023-11-15 | 2026-04-16 | — |
| [IP FINANCIAL ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/305772) | 2023-03-03 | 2023-11-15 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2001-04-04 | 2003-03-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/719333)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/719333.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.