GLASS JACOBSON INVESTMENT ADVISORS, LLC

GLASS JACOBSON WEALTH ADVISORS
OWINGS MILLS, Maryland·7 registered advisors·CRD# 120141
SEC# 801-628672410-356-1000
01

Firm Overview

AUM
$817M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES; REVENUES FROM EDUCATIONAL PRODUCT SALES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GLASS JACOBSON INVESTMENT ADVISORS, LLC

7 registered advisors
Bart William Scheffel
OWINGS MILLS, Maryland
Edward Joel Jacobson
OWINGS MILLS, Maryland
Jonathan Shuford Dinkins
OWINGS MILLS, Maryland
Marina Sidelnikova
OWINGS MILLS, Maryland
Michael Kevin Creamer
OWINGS MILLS, Maryland
Michael Wayne Cohen
OWINGS MILLS, Maryland
Steven Glenn Albert
OWINGS MILLS, Maryland
05

Office Locations

OWINGS MILLS, Maryland
7 advisors

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Data sourced from SEC Form ADV filings. GLASS JACOBSON INVESTMENT ADVISORS, LLC (CRD# 120141) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.