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Glenn Regan

Principal,
Client Strategies Group - Advice and Guidance

    At a Glance

    • Joined Edward Jones in 2019
    • Investment Policy Committee Member
    • Named an Edward Jones principal in 2019

    Edward Jones Principal Glenn Regan leads the Advice and Guidance area of the Client Strategies Group. In this role, he is responsible for the thought leadership that supports the firm’s advice capabilities. The teams within Advice and Guidance include strategists, portfolio managers and analysts with expertise in goals planning, market strategy, portfolio guidance and research on securities and managed products.

    Glenn serves as co-chair of the Edward Jones Investment Policy Committee. The committee is the steward of the firm’s investment philosophy and has decision- making and oversight responsibility for much of the firm's advice and guidance relied upon by branch teams to help clients meet their long-term goals. He also serves as chair of the Edward Jones Advisory Investment Committee, which approves and provides oversight for recommendations for the Advisory Solutions Fund Models, the Program List and Bridge Builder Funds.

    Glenn joined Edward Jones as principal in January 2019 to lead the firm’s Investment Management team having more than 30 years of experience as an investment professional in the wealth management industry. Prior to joining Edward Jones, he was responsible for discretionary and model portfolio management, investment manager research and portfolio execution at UBS Financial Services. Prior to joining UBS, he was responsible for various investment functions at Morgan Stanley, including discretionary portfolio management, manager research and asset allocation. Glenn began his career in the investment advisory business of EF Hutton, which, through a series of mergers and acquisitions, led him to Morgan Stanley.

    Glenn graduated from Syracuse University with a bachelor’s degree in business administration with concentrations in finance and statistics. He is also a CFA® charterholder.

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