George
Ingram
Glass Jacobson Wealth Advisors
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About this Advisor
George Ingram is a financial advisor based in Rockville, Maryland, working with Glass Jacobson Wealth Advisors. George has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Msci, and Triad Advisors. George has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, George is part of Glass Jacobson Wealth Advisors, which operates out of Rockville, Maryland. The firm has 2 offices and 21 employees. The firm manages assets totaling $817.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Glass Jacobson Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Glass Jacobson Wealth Advisors Brokerage Details
$817,309,785
21
1,586
$515,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
George Ingram Work History
Triad Advisors
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Msci
Disclosures
Please visit the SEC profile of George Ingram 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
Winchester, VA
Owings Mills, MD
Rockville, MD
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
Rockville, MD
Owings Mills, MD
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