Insights

Strong Asset Growth Glass Jacobson Wealth Advisors manages a substantial client base with nearly 1 billion dollars in assets under management, indicating a high potential for expanding technology solutions and financial products tailored to large-scale asset management and investor needs.

Recent Acquisition Activity The company's recent acquisition by Mercer Global Advisors suggests opportunities for integration of advanced financial technology platforms, enhanced data analytics, and customized services to support the expanded client portfolio and operational efficiencies.

Diverse Investment Portfolio With investments spread across equities, REITs, and ETFs, there is potential to offer specialized financial tools, analytics, and reporting software that cater to diversified investment strategies and asset classes.

Mid-Sized Client Focus Serving clients mainly in Maryland, Virginia, and nationwide, there is an opportunity to present scalable, regional-specific CRM systems, client engagement platforms, and tailored compliance solutions to better serve this geographic footprint.

Technology Stack Usage The company's adoption of mainstream tools like Microsoft 365, Google Analytics, and cloud management indicates openness to digital transformation, suggesting potential for upselling innovative FinTech solutions including cybersecurity, client portals, and data management platforms.

Glass Jacobson Financial Group Tech Stack

Glass Jacobson Financial Group uses 8 technology products and services including Microsoft 365, jQuery, Tawk.to, and more. Explore Glass Jacobson Financial Group's tech stack below.

  • Microsoft 365
    Email
  • jQuery
    Javascript Libraries
  • Tawk.to
    Live Chat
  • UPS
    Logistics
  • LinkedIn
    Online Community Software
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Media & News

Glass Jacobson Financial Group's Email Address Formats

Glass Jacobson Financial Group uses at least 1 format(s):
Glass Jacobson Financial Group Email FormatsExamplePercentage
First.Last@glassjacobson.comJohn.Doe@glassjacobson.com
90%
FLast@glassjacobson.comJDoe@glassjacobson.com
6%
Last@glassjacobson.comDoe@glassjacobson.com
2%
First.MiddleLast@glassjacobson.comJohn.MichaelDoe@glassjacobson.com
2%

Frequently Asked Questions

What is Glass Jacobson Financial Group's phone number?

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You can contact Glass Jacobson Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Glass Jacobson Financial Group's official website and social media links?

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Glass Jacobson Financial Group's official website is glassjacobson.com and has social profiles on LinkedIn.

What is Glass Jacobson Financial Group's NAICS code?

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Glass Jacobson Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Glass Jacobson Financial Group have currently?

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As of December 2025, Glass Jacobson Financial Group has approximately 53 employees across 2 continents, including North AmericaEurope. Key team members include Ceo, Wealth Advisor: D. V. H.Managing Director/Ceo: J. D.Owner: A. G.. Explore Glass Jacobson Financial Group's employee directory with LeadIQ.

What industry does Glass Jacobson Financial Group belong to?

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Glass Jacobson Financial Group operates in the Financial Services industry.

What technology does Glass Jacobson Financial Group use?

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Glass Jacobson Financial Group's tech stack includes Microsoft 365jQueryTawk.toUPSLinkedInCloudflare Bot ManagementBootstrapGoogle Analytics.

What is Glass Jacobson Financial Group's email format?

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Glass Jacobson Financial Group's email format typically follows the pattern of First.Last@glassjacobson.com. Find more Glass Jacobson Financial Group email formats with LeadIQ.

When was Glass Jacobson Financial Group founded?

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Glass Jacobson Financial Group was founded in 2001.

Glass Jacobson Financial Group

Financial ServicesMaryland, United States51-200 Employees

Glass Jacobson Wealth Advisors helps individuals, families, and businesses to implement a personalized strategy to put you on the best path to achieve your financial goals.

We are passionate and we strive to empower our clients to build wealth and protect their assets – whether it's business endeavors, investment choices, or tax strategies, Glass Jacobson Wealth Advisors provides unparalleled guidance with our holistic approach, reflecting our sincere desire to meet all your financial needs.

Our seasoned team of professional investment analysts, advisors, and financial planners have extensive expertise and are passionate in optimizing your financial future. Our approach combines investment management with financial planning to chart a course that’s personal to you, your services, and your goals. The result is a cohesive approach to your finances and your future.

We serve all of Maryland and Virginia and have clients across the US and worldwide.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Glass Jacobson Financial Group's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Glass Jacobson Financial Group's revenue is estimated to be in the range of $50M$100M

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