Meet The Team
West Des Moines Office
Jonathan H. Glaser, CFP®
Managing Partner - Financial Consultant
Jon's career began early in his childhood during the 1960s as a trade runner for First Mid America, a firm that employed both his parents. A graduate of Dowling Catholic High School and the University of Iowa, Jon was registered and working for Securities Corporation of Iowa in Cedar Rapids less than a year after graduating from college In 1988, Jon returned to Des Moines and began working for Piper Jaffrey & Hopwood. During the 1990s, Jon served as the voice of Piper Jaffray and later RBC Dain Rausher on WHO Radio's Market Update report. Jon's career path saw him working for increasingly larger firms as his client base and responsibilities expanded. In 2003, he accepted a position as Vice President at Smith Barney. In 2007, Jon passed the CFP® Exam, becoming a CERTIFIED FINANCIAL PLANNER™ professional. As a response to the financial crisis that gripped the country from 2008-2009, Jon established Iowa Wealth Management in January of 2010. Iowa Wealth Management allows associates and their clients to participate in the financial securities industry without being dependent on or subject to the large banking or Wall Street firms that have come to dominate the industry. Jon focuses primarily on individual investors and not-for-profit endowments.
Becca joined us early in 2018 and comes to Iowa Wealth Management by way of Sioux City, where she was a Financial Service Assistant at Security National Bank.
Becca’s specialty is insuring a positive client experience. She is the helpful voice with the answer to your administrate concerns. If you have questions about statements, tax documents or viewing your accounts online, Becca is ready to help.
Justin is a 2011 graduate of North Dakota State University where he majored in Marketing. Besides being a four year member of the hockey team and an Assistant Captain his senior season, Justin began his career in financial services while still in college as a Financial representative for the Northwestern Mutual Financial Network. Following college, Justin gained valuable experience over the next five years working at Red River Financial and Wells Fargo while developing a growing appreciation for the value of financial planning.
An opportunity to work at Iowa Wealth Management and focus upon financial service brought Justin to West Des Moines in September of 2015. Iowa Wealth Management is a full service financial consulting firm dedicated to helping its clients build wealth and protect hard-earned assets. Iowa Wealth Management allows Justin and his clients to participate in the financial services industry without being dependent on or subject to the large banking or Wall Street firms that have come to dominate the industry. Justin works closely with Managing Partner, Jonathan Glaser, to oversee financial service assignments and insurance reviews at Iowa Wealth Management.