Jonathan is a managing member of Glass Jacobson Investment Advisors, LLC.  As a Certified Public Accountant (CPA), he has broad and varied experience with more than 25 years in financial management advising institutional investors, plan sponsors, trusts, high net worth individuals and other profit and not-for-profit enterprises. He has extensive wealth management experience advising senior executives, high net worth individuals and their families. Jonathan’s other major service areas include advising plan trustees and sponsors on compliance and fiduciary conduct for institutional investment portfolios, general asset allocation and asset management.

Jonathan has earned the Personal Financial Specialist (PFS) designation of the American Institute of CPAs, the Certified Investment Management Analyst (CIMA) designation of the Investment Management Consultants Association, and the Chartered Mutual Fund Counselor (CMFC) designation from the Institute of Wealth Management. Jonathan received his undergraduate degree in accounting from Marshall University.

He is a member of the American Institute of CPAs and its Personal Financial Planning practice section and of the West Virginia Society of CPAs. Selected as one of the experts in his field to contribute to the book Tips from the Top; Targeted Advice from America’s Top Money Minds, he has also contributed articles to the Columbia Business Journal and other industry publications. Jonathan holds the NASD registration for Uniform Investment Advisor Representative.

Securities offered through Triad Advisors, Inc. Member NASD/SIPC.

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