Glass Jacobson Wealth Advisors

Glass Jacobson Wealth Advisors (CRD# 120141) is a financial advisory firm headquartered in Owings Mills, MD. They manage $770,077,413 in 1,764 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    770
    MILLION
  • Total Number of Accounts
    1,764
    ACCOUNTS
  • Average Account Value
    $436,552
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, MD, NC, NJ, NY, OH, PA, VA, WV

Financial Advisors at Glass Jacobson Wealth Advisors
Showing 11 - 18 of 18 top financial advisors.
11
Richard J. Osikowicz
CRD#: 2524426
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117

Richard Osikowicz (CRD# 2524426) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 29 years of experience in the finance industry.

12
Bart W. Scheffel
CRD#: 4882696
10711 Red Run Blvd, Suite 101, Owings Mills, MD 21117

Bart Scheffel (CRD# 4882696) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 19 years of experience in the finance industry.

13
Christine R. Schmitz
CRD#: 2767312
10711 Red Run Blvd; Suite 101, Owings Mills, MD 21117

Christine Schmitz (CRD# 2767312) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 27 years of experience in the finance industry.

14
Marina Sidelnikova
CRD#: 4348285
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117

Marina Sidelnikova (CRD# 4348285) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 16 years of experience in the finance industry.

15
George R. Toulson
CRD#: 2743497
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117

George Toulson (CRD# 2743497) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 27 years of experience in the finance industry.

16
Steven C. Weisman
CRD#: 4490506
800 King Farm Blvd., Suite 500, Rockville, MD 20850

Steven Weisman (CRD# 4490506) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Rockville, MD and has 1 year of experience in the finance industry.

17
Andrew S. Wohlberg
CRD#: 5164240
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117

Andrew Wohlberg (CRD# 5164240) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 17 years of experience in the finance industry.

18
Dovid Price
CRD#: 7173006
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117

Dovid Price (CRD# 7173006) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 4 years of experience in the finance industry.

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