Unclaimed Profile

Michael Wayne Cohen

GLASS JACOBSON INVESTMENT ADVISORS, LLC·OWINGS MILLS, Maryland

SIE, Series 6, Series 63, Series 65Clean record25 years registeredGLASS JACOBSON INVESTMENT ADVISORS, LLC

10451 MILL RUN CIRCLE, OWINGS MILLS, MD 21117CRD# 2828880Firm CRD# 120141

Profile Verification

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

Identity

Michael Wayne Cohen · OWINGS MILLS, MD

Registration

CRD #2828880 · GLASS JACOBSON INVESTMENT ADVISORS, LLC · 25 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

Aug 2000 – Dec 2025

OWINGS MILLS, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · August 16, 2000

Years registered · 25

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 Michael Wayne Cohen offer?

Michael Wayne Cohen specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Wayne Cohen's credentials?

Michael Wayne Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Wayne Cohen located?

Michael Wayne Cohen is based in OWINGS MILLS, Maryland, last registered with GLASS JACOBSON INVESTMENT ADVISORS, LLC.

How does Michael Wayne Cohen charge for services?

Michael Wayne Cohen'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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