Insights

Acquisition Strategy Recent acquisition by Mercer Advisors Inc. indicates a strategic move towards expanding client base and assets under management, presenting an opportunity to offer complementary wealth management solutions or integration services to this newly merged entity.

Growing AUM With nearly one billion dollars in assets under management, Glass Jacobson demonstrates substantial growth potential, making it an attractive target for advanced financial products, personalized wealth solutions, or technology-driven advisory tools.

Investment Portfolio The firm's recent investments in asset classes such as real estate and precious metals suggest an openness to diversify portfolios, opening opportunities for sales of alternative investment products, third-party analytics, or customized managed accounts.

Regional Presence Serving Maryland, Virginia, and clients across the US and worldwide, the company’s broad geographic reach offers avenues for expanding remote or digital consultation services and localized financial planning solutions.

Technology Utilization Use of various digital tools and plugins indicates an openness to digital engagement and tech enhancements, providing opportunities for sales of client engagement platforms, financial planning software, or AI-driven analytics to improve advisory services.

Glass Jacobson Wealth Advisors Tech Stack

Glass Jacobson Wealth Advisors uses 8 technology products and services including Lazy.js, Select2, jQuery, and more. Explore Glass Jacobson Wealth Advisors's tech stack below.

  • Lazy.js
    Javascript Frameworks
  • Select2
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Tawk.to
    Live Chat
  • YouTube
    Video Players
  • Essential Grid
    Web Tools And Plugins
  • prettyPhoto
    Web Tools And Plugins
  • ContentViews
    Widgets

Media & News

Glass Jacobson Wealth Advisors's Email Address Formats

Glass Jacobson Wealth Advisors uses at least 1 format(s):
Glass Jacobson Wealth Advisors 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

Where is Glass Jacobson Wealth Advisors's headquarters located?

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Glass Jacobson Wealth Advisors's main headquarters is located at 10055 Red Run Boulevard Owings Mills, Maryland 21117 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Glass Jacobson Wealth Advisors's phone number?

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You can contact Glass Jacobson Wealth Advisors'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 Wealth Advisors's official website and social media links?

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

What is Glass Jacobson Wealth Advisors's SIC code NAICS code?

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Glass Jacobson Wealth Advisors's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Glass Jacobson Wealth Advisors have currently?

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As of June 2026, Glass Jacobson Wealth Advisors has approximately 50 employees across 2 continents, including North AmericaEurope. Key team members include Ceo, Wealth Advisor: D. V. H.Managing Director/Ceo: J. D.Deputy Chief Compliance Officer: A. L.. Explore Glass Jacobson Wealth Advisors's employee directory with LeadIQ.

What industry does Glass Jacobson Wealth Advisors belong to?

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Glass Jacobson Wealth Advisors operates in the Financial Services industry.

What technology does Glass Jacobson Wealth Advisors use?

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Glass Jacobson Wealth Advisors's tech stack includes Lazy.jsSelect2jQueryTawk.toYouTubeEssential GridprettyPhotoContentViews.

What is Glass Jacobson Wealth Advisors's email format?

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

When was Glass Jacobson Wealth Advisors founded?

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Glass Jacobson Wealth Advisors was founded in 2001.

Glass Jacobson Wealth Advisors

Financial ServicesMaryland, United States11-50 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

Headquarters
10055 Red Run Boulevard Owings Mills, Maryland 21117 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

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

Section iconFunding & Financials

  • $50M$100M

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

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