Investment adviser representative · Glass Jacobson Wealth Advisors
Todd Norris
CRD 5415707 · Owings Mills, MD
At a glance
Todd Norris is an investment adviser representative with Glass Jacobson Wealth Advisors in Owings Mills, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Todd’s SEC record dates to 2008, about 18 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Glass Jacobson Wealth AdvisorsSince November 2020Owings Mills, MD · $928M in regulatory assets
- Mercer Global Advisors Inc.Since December 2025Owings Mills, MD · $84B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Todd’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
- 7 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.