Santa Barbara, CA State Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,930,528,956
ClientsTotal clients
448,837
AdvisorsAdvisors at this office
2
Of 5,061 advisors across 1,224 offices
Location
831 State Street, Suite 27
Santa Barbara CA 93101
Advisors at this office
2
Advisors at this office
Harry G
Series 63, Series 65
Santa Barbara, CA
Mass Mutual Investors Services
Harry Gladstone is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles within Fidelity Investments, including Investment Consultant in 2021-2022 and Financial Representative in 2021. Prior to that, he worked as a Senior Advisor Service Representative at Pershing BNY Mellon Desk for PlanMember Financial from 2020 to 2021, and as a Client Service and Operations Specialist at Miltonian Capital Management in 2019. Harry partners with clients to help them navigate the financial world and collaborates with them to create specialized financial plans tailored to their goals. He holds a California Insurance License. Outside of his professional work, Harry's personal interests include comedy, fitness, golf, music, reading, and volunteering.
Jon G
CFP®, Series 63, Series 65
Santa Barbara, CA
Mass Mutual Investors Services
Jon Gladstone is a CFP® certified financial advisor with 28 years of industry experience, currently working at Mass Mutual Investors Services since 2017. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and METLIFE Securities Inc. In addition to his advisory work, he operates as an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning using firm-approved analytical tools.
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