Jay McGlade, Financial Advisor located in Glenwood Springs, CO

Financial Advisor
Jay McGlade

CEPA®, AAMS®
2700 Gilstrap Ct Ste 170, Glenwood Springs, CO 81601opens in a new window
Client by Referral
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Sustainable Investing
  • Special Needs Financial Considerations
  • Wealth Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Traveling
  • Golfing
  • Music

Team Members

  • Nicole Randall
    Associate Financial Advisor
  • Carla Pronto
    Sr. Branch Office Administrator
  • Renee Proteau
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(970) 928-7145

Fax

(866) 444-9896

Office Address

2700 Gilstrap Ct Ste 170
Glenwood Springs, CO 81601opens in a new window

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