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Jessie Lynn Gleason

Other Names: Jessie Lynn Slonaker
Firm:
Hoxton Financial, Inc.
Type: RIA
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Description

Jessie Gleason a financial professional at Hoxton Financial, Inc., a $249M dollar RIA based in Shepherdstown, WV. Jessie has held an industry securities registration for 6 years and is subject to SEC oversight.

BrightScope Advisor Metrics

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Answers and Guides

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0 Answers and 0 Financial Guides

Top Answers

Jessie Lynn Gleason has not answered any questions on Financial Q&A.

Top Guides

Jessie Lynn Gleason has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Firm Client Types

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ownership pie chart
High Net Worth Individuals
Individuals
Pension and Profit Sharing Plans
Banking or Thrift Institutions
Corporations or Other Businesses
Charitable Organizations
State or Municipal Government Entities

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Hoxton Financial, Inc. 7 years, 4 months Jan 2006 - Present
City National 6 months Jun 2005 - Dec 2005
One On One Marketing 5 months Jan 2005 - Jun 2005
F&M Bank 4 years, 7 months May 2000 - Dec 2004
Education - Highschool and College 9 years Jan 1996 - Jan 2005
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 10/26/2012, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
License Status
Registered
Disclosures

No Disclosures Found
As of Date
10/26/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

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Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 03/16/2006

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees