George
Toulson
Glass Jacobson Wealth Advisors
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About this Advisor
George Toulson is a certified financial planner and chartered financial analyst operating out of Owings Mills, Maryland with 2 years of relevant experience. Toulson currently works for Glass Jacobson Wealth Advisors. Over the course of their career, Toulson has held roles at Wick Capital Partners, LLC, Glass Jacobson Investment Advisors LLC, Clearbridge Investments, The Vanguard Group, Inc, Legg Mason & Co LLC and Legg Mason Investor Services LLC. Toulson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Maryland. Glass Jacobson Wealth Advisors is a registered investment firm operating out of Owings Mills, MD. The investment advisory business has a total of 19 people on staff. It has $770 million in assets under management among its 1,764 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,764 client accounts, 27% are associated with high-net-worth investors who have at least $1 million in assets. Glass Jacobson Wealth Advisors performs a broad set 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 advisory services largely vary depending on the type of financial services provided. However, fees charged by Glass Jacobson Wealth Advisors most likely are comprised 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
George Toulson Work History
George has been registered as a financial advisor for 2 years.*
Glass Jacobson Investment Advisors LLC
Wick Capital Partners, LLC
Clearbridge Investments
Legg Mason & Co LLC
Legg Mason Investor Services LLC
The Vanguard Group, Inc
*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 George Toulson 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
Rockville, MD
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
