Unclaimed Profile

Bart William Scheffel

GLASS JACOBSON INVESTMENT ADVISORS, LLC·OWINGS MILLS, Maryland

Series 65Clean record21 years registeredGLASS JACOBSON INVESTMENT ADVISORS, LLC

10451 MILL RUN CIRCLE, OWINGS MILLS, MD 21117CRD# 4882696Firm CRD# 120141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bart William Scheffel · OWINGS MILLS, MD

Registration

CRD #4882696 · GLASS JACOBSON INVESTMENT ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GLASS JACOBSON INVESTMENT ADVISORS, LLC

GLASS JACOBSON WEALTH ADVISORS

Nov 2004 – Dec 2025

OWINGS MILLS, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 15, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLASS JACOBSON INVESTMENT ADVISORS, LLC

CRD 120141 · SEC 801-62867

AUM

$817M

Regulatory assets under management

Employees

1,586 client accounts

Services offered by GLASS JACOBSON INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLASS JACOBSON INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Bart William Scheffel offer?

Bart William Scheffel specializes in Financial Planning, Investment Management, Wealth Management.

What are Bart William Scheffel's credentials?

Bart William Scheffel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bart William Scheffel located?

Bart William Scheffel is based in OWINGS MILLS, Maryland, last registered with GLASS JACOBSON INVESTMENT ADVISORS, LLC.

How does Bart William Scheffel charge for services?

Bart William Scheffel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees; revenues from educational product sales. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLASS JACOBSON INVESTMENT ADVISORS, LLC?

GLASS JACOBSON INVESTMENT ADVISORS, LLC has approximately 21 employees and manages $817M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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