Skip to content

Michael Cohen

Managing Member at Glass Jacobson Investment Advisors

No current adviser or broker registrationUpdated

Michael Cohen is Managing Member of Glass Jacobson Investment Advisors, LLC, an Owings Mills investment adviser managing $928M. Michael Cohen has past investment-adviser registrations through 1 firm and has passed the Series 65, Series 6 and Series 63.

1
Past adviser firms
3
Licensing exams

From the IAPD record, checked 22 October 2026SEC record

Career

Michael Cohen 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.

  1. – · 25 years
    Owings Mills, MD · Adviser representative · Firm CRD 120141

Credentials and registrations

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6330 August 2001
Name
Uniform Securities Agent State Law Examination
Series 610 January 2000
Name
Investment Company Products/Variable Contracts Representative Examination
Series 657 October 1999
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Michael Wayne Cohen
CRD
2828880
Role
Managing Member
Registration
No current adviser or broker registration
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Michael Cohen work?

Michael Cohen has been Managing Member of Glass Jacobson Investment Advisors, LLC since January 2000, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 16 March 2026

Does Michael Cohen have a current investment-adviser registration?

Michael Cohen has no current investment-adviser or broker registration.

Source: IAPD individual record, checked 22 October 2026

What exams has Michael Cohen passed?

Michael Cohen has passed 3 licensing exams: the Series 65, Series 6 and Series 63. The earliest, the Series 65, was passed in October 1999. FINRA credited Michael Cohen with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where was Michael Cohen previously registered as an investment adviser?

Michael Cohen has past investment-adviser registrations through Glass Jacobson Wealth Advisors, August 2000 to December 2025, across 1 firm.

Source: IAPD individual record, checked 22 October 2026

Is Michael Cohen registered with FINRA?

No. Michael Cohen has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Michael Cohen’s record?

Search CRD 2828880 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Cohen’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Glass Jacobson Investment Advisors

Sources

  1. IAPD individual record, CRD 2828880, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Glass Jacobson Investment Advisors, LLC, filed 16 March 2026. Title, control and ownership bands.