Edward Jacobson has been Managing Member of Glass Jacobson Investment Advisors since January 2000, is a control person of the firm and directly owns under 5% of it.
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.
- – · 25 yearsOwings Mills, MD · Adviser representative · Firm CRD 120141
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Edward Joel Jacobson
- CRD
- 3099582
- Firm
- Glass Jacobson Investment Advisors · CRD 120141
- Role
- Managing Member
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Edward Jacobson work?
Edward Jacobson has been Managing Member of Glass Jacobson Investment Advisors, LLC since January 2000, and is a control person of the firm.
Does Edward Jacobson have a current investment-adviser registration?
Edward Jacobson has no current investment-adviser or broker registration.
What exams has Edward Jacobson passed?
Edward Jacobson passed the Series 65 in July 1998.
Where was Edward Jacobson previously registered as an investment adviser?
Edward Jacobson has past investment-adviser registrations through Glass Jacobson Wealth Advisors, August 2000 to December 2025, across 1 firm.
Is Edward Jacobson registered with FINRA?
No. Edward Jacobson has no current broker registration.
How can I verify Edward Jacobson’s record?
Search CRD 3099582 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Jacobson’s full registration record.