Managing Member, Chief Compliance Officer · Glass Jacobson Wealth Advisors
Jonathan S. Dinkins
CRD 2534809 · Named on Form ADV at one SEC-registered adviser
At a glance
Glass Jacobson Wealth Advisors, an SEC-registered wealth manager based in Owings Mills, MD with $928 million in regulatory assets, lists Jonathan S. Dinkins on its Form ADV as Managing Member, Chief Compliance Officer, a control person.
Firms and roles
- Glass Jacobson Wealth AdvisorsManaging Member, Chief Compliance OfficerWealth manager · Owings Mills, MD · $928M in regulatory assets
AtlasMembers
Jonathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Michael W. CohenManaging Member, Glass Jacobson Wealth Advisors
- Edward J. JacobsonManaging Member, Glass Jacobson Wealth Advisors
- Bart W ScheffelMember, Glass Jacobson Wealth Advisors
- Steven G. AlbertMember, Glass Jacobson Wealth Advisors
- Michael K. CreamerMember, Glass Jacobson Wealth Advisors
2 more people named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.