# Glass Jacobson Wealth Advisors

Glass Jacobson Wealth Advisors is a RIA based in Owings Mills, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Owings Mills, United States
- **Region:** North America
- **Address:** Owings Mills, MD, United States
- **Assets under management:** Undisclosed
- **Website:** glassjacobsonwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/glass-jacobson

## Regulatory record

- **CRD number:** 120141
- **SEC file number:** 801-62867
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120141

## About

GLASS JACOBSON WEALTH ADVISORS is an SEC-registered investment adviser in OWINGS MILLS, MD, since 2004. The firm manages $928 million in assets, $926 million on a discretionary basis. It has 9 employees and 9 investment advisers.

## Sectors

- Wealth Management
- Financial Planning

## People

- Mark Glass — Principal
- Mike Jacobson — Principal

## Questions

### Who runs investment decisions at Glass Jacobson Wealth Advisors?

Principals Mark Glass and Mike Jacobson oversee investment decisions, according to public registration records. Their backgrounds include financial advisory roles, though specific credentials or prior firm affiliations are not extensively documented in public sources.

### What investment stages does Glass Jacobson Wealth Advisors typically target?

The firm does not specialize by stage; its approach is client-driven, focusing on financial planning for individuals. Direct private-market investments are not a disclosed emphasis.

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Last updated: 2026-06-03T20:00:00.000Z

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