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Jathan William Mc Glade

Advisor at Edward Jones — Glenwood Springs, CO Gilstrap Court

Updated today

Credentials

Series 63, Series 66

Experience

21 years

Location

Glenwood Springs, CO 81601

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jathan Mc Glade is a financial advisor with Edward Jones in Glenwood Springs, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he works as a caregiver for a health care business in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Glenwood Springs, CO Gilstrap Court

2700 Gilstrap Court Suite 230

Glenwood Springs CO 81601

Advisors at this office

4

Most active in

Colorado · Texas

Work history

21 years of industry experience

Edward Jones

2004 - Present • 22 years

Gjct, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced
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Antonio A

Series 63, Series 65

Glenwood Springs, CO

Antunes International Investment Management

Antonio Antunes is the sole advisor at Antunes International Investment Management in Glenwood Springs, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Antunes International Investment Management since 2007. The firm provides fee-only investment management and financial planning to individuals, trusts, and nonprofit organizations, with a focus on discretionary portfolio management and written financial plans. Its investment approach combines long-term strategic asset allocation with shorter-term tactical adjustments, using fundamental, technical, and cyclical analyses, and serves a notable international client base including charitable organizations.

Cash flow / budgeting Tax strategies for small businesses General estate planning guidance Real estate investing
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Bradley Z

Series 65

Carbondale, CO

Aspen Financial Solutions, LLC

Bradley Zanin is a Series 65 licensed financial advisor with 26 years of industry experience. He has been with Aspen Financial Solutions, LLC, an independent firm based in Carbondale, CO, since 2011 and also operates Cow Horse Productions, LLC. Aspen Financial Solutions provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, low-cost, index-based asset allocation strategy combined with options and diversified securities, managing approximately $17 million across 13 client accounts as a solo adviser.

Active portfolio management Options & derivatives strategies Passive / index investing
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Ryan P

CFP®, ChFC®, Series 63

Glenwood Springs, CO

Sunlight Peaks Financial Partners, LLC

Ryan Parson is a CFP® and ChFC® with eight years of industry experience. He is currently a financial advisor at Sunlight Peaks Financial Partners, LLC and has also been associated with Heritage Capital USA, Inc. since 2012. Outside of his advisory work, Parson is involved in several business management and real estate ventures, including ownership roles in multiple limited liability companies focused on business management, real estate transactions, and transportation. Sunlight Peaks Financial Partners provides comprehensive financial planning through a Virtual Family Office, offering non-discretionary investment consulting, research, and private investment sourcing for individuals, trusts, estates, corporations, and pension plans. The firm emphasizes a buy-and-hold strategic asset allocation approach with a focus on private equity and alternative investments, operating without discretionary trading authority or traditional asset-under-management fees.

Wealth management Private / alternative investments Charitable giving & philanthropy
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Daniel M

CFP®

Glenwood Springs, CO

Evolution Vision Wealth Management

Daniel Mc Caslin is a CFP® professional with five years of industry experience. He currently works at Evolution Vision Wealth Management, where he has been since 2026. Prior to that, he spent five years at TNL Asset Management, operating as Snowball Wealth Management, and fourteen years at Alpine Bank. Evolution Vision Wealth Management provides discretionary asset management and integrated financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses both fundamental and technical analysis to construct tailored portfolios that include stocks, bonds, mutual funds, ETFs, and other securities.

General retirement planning Income planning Annuities
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Lindsey F

Series 66

Glenwood Springs, CO

Empower Advisory Group

Lindsey Falduto is a financial advisor with Empower Advisory Group, holding a Series 66 designation and bringing 14 years of industry experience. She has worked at Empower Advisory Group since 2026 and is also involved with several performing arts organizations, including Starkey Productions, Boogie Machine INC, Ignite Theatre-LUCAT Performing Arts, and Performance Now Theatre Company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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