Glass Jacobson Wealth Advisors

Glass Jacobson Wealth Advisors

Financial Services Owings Mills, Maryland, United States 55 employees
Employees
55
Contacts
2
Emails
2
Phones
1

Glass Jacobson Wealth Advisors Overview

Headquarters
Owings Mills, Maryland, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
55
Founded
2001
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Glass Jacobson Wealth Advisors

Glass Jacobson Wealth Advisors helps individuals, families, and businesses to implement a personalized strategy to put you on the best path to achieve your financial goals. We are passionate and we strive to empower our clients to build wealth and protect their assets – whether it's business endeavors, investment choices, or tax strategies, Glass Jacobson Wealth Advisors provides unparalleled guidance with our holistic approach, reflecting our sincere desire to meet all your financial needs. Our seasoned team of professional investment analysts, advisors, and financial planners have extensive expertise and are passionate in optimizing your financial future. Our approach combines investment management with financial planning to chart a course that’s personal to you, your services, and your goals. The result is a cohesive approach to your finances and your future. We serve all of Maryland and Virginia and have clients across the US and worldwide.

Glass Jacobson Wealth Advisors Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

Glass Jacobson Wealth Advisors Org Chart

Sample employees and titles
Name Title Contact
Jonathan Dinkins Managing Director/ceo - Shareholder, Investment Advisory Services
Email Phone
Jake Flowers Cpa at Glass Jacobson
Email
Ed Jacobson, Cpa Director at Glass Jacobson Wealth Advisors
View

Employees by Management Level

Individual contributor 6 profiles
Director 4 profiles
Executive 1 profile
Manager 1 profile
Senior / Lead 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 1
Executive 2 2 1
General 2 2 0
Operations 1 1 1

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