George Toulson has been an investment adviser representative at Glass Jacobson Investment Advisors since October 2021, 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 Toulson’s longest registration was 8 years at Vanguard Advisers Inc (2000–2008). Before joining Glass Jacobson Investment Advisors in 2021, George Toulson was registered through Wick Capital Partners, LLC and Clearbridge Investments, LLC.
- Mercer Global Advisors Inc.Also current– present · under a yearReisterstown, MD · Adviser representative · Firm CRD 147363
- – present · 5 yearsOwings Mills, MD · Adviser representative · Firm CRD 120141
- Wick Capital Partners, LLC– · 2 yearsReisterstown, MD · Adviser representative · Firm CRD 299194
- Clearbridge Investments, LLC– · 2 yearsNew York, NY · Adviser representative · Firm CRD 137028
- Vanguard Advisers Inc– · 3 yearsMalvern, PA · Adviser representative · Firm CRD 106715
- Vanguard Advisers Inc– · 8 yearsMalvern, PA · Adviser representative · Firm CRD 106715
Investment adviser representative registrations
George Toulson is registered as an investment adviser representative in 2 states. The first approvals date from October 2021; the most recent is Texas, in December 2025.
- MarylandSince 4 October 2021
- TexasSince 22 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 28 April 2004 |
| Series 7 | General Securities Representative Examination | 26 August 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 April 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 June 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 May 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- George Ronald Toulson
- CRD
- 2743497
- Firm
- Glass Jacobson Investment Advisors · CRD 120141
- Office
- 10055 RED RUN BLVD, SUITE 160, Owings Mills, MD 21117
- Registration
- Investment adviser registration
- In the industry since
- September 1996
- Disciplinary history
- Not yet shown here · SEC record
Where does George Toulson work?
George Toulson is an investment adviser representative registered through Glass Jacobson Investment Advisors, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is George Toulson a financial advisor?
Yes. George Toulson has a current investment-adviser registration in Maryland and Texas, through Glass Jacobson Investment Advisors since October 2021.
How many years of experience does George Toulson have?
George Toulson has 30 years in the financial industry, since September 1996, across 5 adviser firms.
What exams has George Toulson passed?
George Toulson has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7 and Series 24. The earliest, the Series 6, was passed in May 1996. FINRA credited George Toulson with the SIE, which began in October 2018.
Where did George Toulson work before Glass Jacobson Investment Advisors?
Before Glass Jacobson Investment Advisors, George Toulson was registered through Wick Capital Partners, LLC, September 2019 to September 2021; Clearbridge Investments, LLC, November 2016 to July 2019; Vanguard Advisers Inc, January 2013 to October 2016; Vanguard Advisers Inc, March 2000 to May 2008.
Where is George Toulson based?
George Toulson’s registered office is in Owings Mills, MD.
Is George Toulson registered with FINRA?
No. George Toulson has no current broker registration.
How can I verify George Toulson’s record?
Search CRD 2743497 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Toulson’s full registration record.