Bart Scheffel has held the title Member at Glass Jacobson Investment Advisors since November 2004, is not listed as a control person, but directly owns under 5% of the firm.
Glass Jacobson Investment Advisors, LLC is an Owings Mills, MD firm with $928M under management, 504 clients and 9 advisers in one office, as of its March 2026 filing.
- – · 21 yearsOwings Mills, MD · Adviser representative · Firm CRD 120141
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 November 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Bart W Scheffel
- CRD
- 4882696
- Firm
- Glass Jacobson Investment Advisors · CRD 120141
- Role
- Member
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Bart Scheffel work?
Bart Scheffel has held the title Member at Glass Jacobson Investment Advisors, LLC since November 2004.
Does Bart Scheffel have a current investment-adviser registration?
Bart Scheffel has no current investment-adviser or broker registration.
What exams has Bart Scheffel passed?
Bart Scheffel passed the Series 65 in November 2004.
Where was Bart Scheffel previously registered as an investment adviser?
Bart Scheffel has past investment-adviser registrations through Glass Jacobson Wealth Advisors, November 2004 to December 2025, across 1 firm.
Is Bart Scheffel registered with FINRA?
No. Bart Scheffel has no current broker registration.
How can I verify Bart Scheffel’s record?
Search CRD 4882696 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bart Scheffel’s full registration record.