George Ingram has been an investment adviser representative at Glass Jacobson Investment Advisors since July 2019, and is not listed among the firm’s executive officers or direct owners.
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.
George Ingram’s longest registration is the current one, 7 years at Glass Jacobson Investment Advisors since 2019. Before joining Glass Jacobson Investment Advisors in 2019, George Ingram was registered through Advice and Planning Services.
- Mercer Global Advisors Inc.Also current– present · under a yearMcLean, VA · Adviser representative · Firm CRD 147363
- – present · 7 yearsRockville, MD · Adviser representative · Firm CRD 120141
- Advice and Planning Services– · 4 yearsWashington, DC · Adviser representative · Firm CRD 20472
Investment adviser representative registrations
George Ingram is registered as an investment adviser representative in 2 states. The first approvals date from July 2019; the most recent is Virginia, in December 2025.
- MarylandSince 25 July 2019
- VirginiaSince 17 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 5 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 February 2006 |
| Series 7 | General Securities Representative Examination | 22 November 2005 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- George Thomas Ingram
- CRD
- 5017791
- Firm
- Glass Jacobson Investment Advisors · CRD 120141
- Office
- 800 KING FARM BLVD, SUITE 500, Rockville, MD 20850
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does George Ingram work?
George Ingram is an investment adviser representative registered through Glass Jacobson Investment Advisors, LLC since July 2019, and is not listed among the firm’s executive officers or direct owners.
Is George Ingram a financial advisor?
Yes. George Ingram has a current investment-adviser registration in Maryland and Virginia, through Glass Jacobson Investment Advisors since July 2019.
How many years of experience does George Ingram have?
George Ingram has 18 years in the financial industry, since March 2008, across 3 adviser firms.
What exams has George Ingram passed?
George Ingram has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 7TO. The earliest, the Series 7, was passed in November 2005. FINRA credited George Ingram with the SIE, which began in October 2018.
Where did George Ingram work before Glass Jacobson Investment Advisors?
Before Glass Jacobson Investment Advisors, George Ingram was registered through Advice and Planning Services, December 2014 to June 2019.
Where is George Ingram based?
George Ingram’s registered office is in Rockville, MD.
Is George Ingram registered with FINRA?
No. George Ingram has no current broker registration.
How can I verify George Ingram’s record?
Search CRD 5017791 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Ingram’s full registration record.