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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Glass Jacobson Wealth Advisors financial advisors in Maryland

Every SEC-registered investment adviser representative at a Glass Jacobson Wealth Advisors office in Maryland, by city and A to Z.

The short answer

10 registered advisors work at Glass Jacobson Wealth Advisors in Maryland, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Owings Mills (7). 7 list the CFP designation and 0 are also registered broker representatives.

Glass Jacobson Wealth Advisors advisors by city in Maryland

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Owings Mills 7Rockville 3

Glass Jacobson Wealth Advisors advisors in Maryland, A to Z

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Questions

How many Glass Jacobson Wealth Advisors financial advisors are in Maryland?

10 investment adviser representatives are registered at Glass Jacobson Wealth Advisors offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.

Where in Maryland does Glass Jacobson Wealth Advisors have the most advisors?

Owings Mills, with 7, then Rockville (3). Glass Jacobson Wealth Advisors has advisors in 2 cities in Maryland.

How do I check a Glass Jacobson Wealth Advisors advisor in Maryland?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Glass Jacobson Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.