Glass Jacobson Wealth Advisors

Overview

Glass Jacobson Wealth Advisors is an SEC registered investment adviser based in Owings Mills, MD, registered since 2004. It reports $928M in assets under management across 1,475 accounts, with 9 employees. It has 10 investment adviser representatives.

Reported AUM

$928M

Discretionary

100%

Accounts

1,475

Average account

$629K

Employees

9

Advisory reps

10

Registered since

2004

Jurisdictions

13

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 8

• Edward Joel Jacobson Managing Member CRD 3099582
• Jonathan Shuford Dinkins Managing Member, Chief Compliance Officer CRD 2534809
• Michael Wayne Cohen Managing Member CRD 2828880

5 more executive officers, with direct contact details

Advisory reps 3 of 10

• Michael Kevin Creamer Investment Adviser Rep CRD 2930699
• Jonathan Shuford Dinkins Investment Adviser Rep CRD 2534809
• George Thomas Ingram III Insurance Agent · Investment Adviser Rep CRD 5017791

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

10055 Red Run Blvd Ste 160
Owings Mills, MD 21117

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: google.com/search?q=glass+jacobson+rockville+md&ei=bwasznb2iotl5nop7_2kyaw&oq=glass+jacobson+rockvi&gs_lcp=cgxnd3mtd

Every state, with registration dates

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