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GLASS JACOBSON WEALTH ADVISORS

OWINGS MILLS, MD · CRD 120141 · IAPD ↗ · google.com · 443-384-6888

$928.0MRegulatory AUM
9Advisory reps
9Employees
58Clients
51-100Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — GLASS JACOBSON WEALTH ADVISORS reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
February 2026 — GLASS JACOBSON WEALTH ADVISORS shrank from 18 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2024 — GLASS JACOBSON WEALTH ADVISORS notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — GLASS JACOBSON WEALTH ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.