Edward
Jacobson
Glass Jacobson Wealth Advisors
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About this Advisor
Edward Jacobson is a financial advisor working out of Owings Mills, Maryland who has 23 years of industry experience. Jacobson works at Glass Jacobson Wealth Advisors. They have spent the entirety of their career at Glass Jacobson Wealth Advisors. Jacobson holds a Series 65 license, designating them as an investment advisor representative, and is approved to work in Maryland. Glass Jacobson Wealth Advisors is a financial advisory firm that has its headquarters in Owings Mills, MD. The firm has a total of 19 employees. It administers $770 million in assets under management between its 1,764 client accounts, making it one of the larger firms in the nation by assets under management. Of its 1,764 accounts, 27% are associated with high-net-worth individuals who have more than $1 million in investable assets. Glass Jacobson Wealth Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management vary depending on the type of financial services. However, fees billed by Glass Jacobson Wealth Advisors most likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Glass Jacobson Wealth Advisors Brokerage Details
$770,077,413
19
1,764
$436,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Edward Jacobson Work History
Edward has been registered as a financial advisor for 23 years.*
Glass Jacobson & Associates Pa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edward Jacobson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Glass Jacobson Wealth Advisors
Rockville, MD
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
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