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Jason McGlone

Senior Partner/Owner and Founding Member

McGlone Suttner Wealth Management Inc

United States, Wisconsin, Appleton

About Me

As a Senior Partner and founding member of McGlone Suttner Wealth Management, I am a Certified Financial Planner™ professional and a Registered Investment Advisor Representative. I hold a Bachelor of Science Degree in Economics from Northern Michigan University and earned my Master of Science Degree in Financial Services (MSFS) from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, Pennsylvania. I am also a member of the Academy of Preferred Financial Advisors, partnering with the industry’s best advisors. A professional commitment to higher education puts me into a select group of advisors with the expertise to address a broad range of complex financial issues. T

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Profile Information

Senior Partner/Owner and Founding Member

McGlone Suttner Wealth Management Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Appleton

Wisconsin

United States

Aug 25, 2025

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