Glass Jacobson Financial Group

Trust Score 80%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Glass Jacobson Financial Group, federally registered in 2004, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 11 advisors. Glass Jacobson Financial Group manages $401.1 million and provides investment advisory services for 424 clients (1:39 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $150,000
Average Client Balance $945,918
Hybrid Advisor Yes
Disciplinary History No
Total AUM $401.1 million
Advisor / Client Ratio 1:39
Headquarters Owings Mills, MD
SEC Filings Forms and Brochures    (CRD # 120141)
State(s) Registered CA, DC, FL, MD, MA, NJ, NY, PA, VA, WV

Questions & Answers

Get answers about Glass Jacobson Financial Group

Ask a question question_answer