Owings Mills, MD 10055 Red Run Blvd Office
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Glass Jacobson Wealth Advisors
Team
Firm-wide stats for Glass Jacobson Wealth Advisors
About
Glass Jacobson Wealth Advisors advises individuals and high-net-worth clients as well as 401(k), defined contribution and defined benefit plans, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning (including insurance and estate planning and divorce & litigation support), ERISA retirement plan consulting, and related administrative services.
The firm describes a holistic, household-level approach overseen by an investment committee that meets quarterly to evaluate mutual funds and other investments using performance, fees, manager tenure, risk metrics and benchmarks. Portfolios are implemented mainly with mutual funds, ETFs, corporate and municipal debt, and alternative fixed-income vehicles (including non-traded REITs and interval funds), and the firm can incorporate “held-away” plan assets through its BAA service and a Pontera Solutions platform while custody is maintained at Schwab or Fidelity.
Glass Jacobson’s brochure discloses several features that differ from many peers: the firm was acquired by Mercer Global Advisors in November 2025 and is in the process of transitioning client accounts to Mercer, several advisor supplements note dual registrations and prior broker-dealer affiliations (for example, past roles at UBS, LPL, Cross Country Wealth), and the firm documents work with insurance-related products (variable annuity subaccounts), a Cantor Fitzgerald insured cash program, and a municipal fixed‑income subadvisor relationship with Brown Advisory. These elements indicate the firm operates with a broader set of industry relationships and service arrangements than is typical for team advisory practices.
Based on Glass Jacobson Wealth Advisors
Expertise
Based on Glass Jacobson Wealth Advisors
Location
10055 Red Run Blvd, Suite 160
Owings Mills MD 21117
Advisors at this office
7
Advisors at this office
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