Investment adviser representative · Glass Jacobson Wealth Advisors
Joseph McCarthy
CRD 6392224 · Rockville, MD
At a glance
Joseph McCarthy is an investment adviser representative with Glass Jacobson Wealth Advisors in Rockville, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firms
- Glass Jacobson Wealth AdvisorsSince June 2023Rockville, MD · $928M in regulatory assets
- Mercer Global Advisors Inc.Since December 2025Kensington, MD · $84B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Joseph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.