Glass Jacobson Wealth Advisors
Glass Jacobson Wealth Advisors (CRD# 120141) is a financial advisory firm headquartered in Owings Mills, MD. They manage $817,309,785 in 1,586 accounts and serve the financial needs of clients across 13 states (or territories).
-
Total Assets Under Management817MILLION
-
Total Number of Accounts1,586ACCOUNTS
-
Average Account Value$515,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, DC, DE, FL, MD, MI, NC, NJ, NY, OH, PA, VA, WV
Richard Osikowicz (CRD# 2524426) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 29 years of experience in the finance industry.
Bart Scheffel (CRD# 4882696) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 19 years of experience in the finance industry.
Christine Schmitz (CRD# 2767312) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 27 years of experience in the finance industry.
Marina Sidelnikova (CRD# 4348285) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 16 years of experience in the finance industry.
George Toulson (CRD# 2743497) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 27 years of experience in the finance industry.
Steven Weisman (CRD# 4490506) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has 1 year of experience in the finance industry.
Andrew Wohlberg (CRD# 5164240) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 17 years of experience in the finance industry.
Dovid Price (CRD# 7173006) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 4 years of experience in the finance industry.