Glass Jacobson has renewed its investment advisor certification with the Centre for Fiduciary Excellence, CEFEX, for another year. An Fi360 company, CEFEX certifies investment advisory …
Glass Jacobson Announces New Hires and a Promotion
Glass Jacobson welcomed retirement planning assistant Garmai Forloma and operations specialist Jake Sand to the team in February 2019. Wealth Advisor Jon Dinkins II has …
Richard Barsky, CPA Joins Glass Jacobson Financial Group
Richard Barsky, CPA has merged his firm Whelan Barsky & Associates with Glass Jacobson, joining the group’s Rockville team as a principal. Richard specializes in …
Glass Jacobson | Top 150 CPA Firms by Assets Under Management
We are excited that Glass Jacobson Financial Group is listed in Accounting Today’s 2018 list of top CPA RIA firms by regulatory assets under management. …
Glass Jacobson Hires Osikowicz and Deese to Expand Retirement Plan Consulting Services
We are excited to announce the hiring of Richard Osikowicz, AIF® and Byron Deese as part of our plan to expand our retirement plan consulting …
Glass Jacobson Investment Advisors, LLC is Certified for Fiduciary Excellence
The following PR announcement was originally published on Newswire. OWINGS MILLS, MD, January 25, 2018 (Newswire.com) – CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360 company, has …
Glass Jacobson Grows Reach With Acquisition of Small Rockville Firm
The following article was published by the Baltimore Business Journal and Washington Business Journal on the acquisition of Friedman and Associates P.C. Glass Jacobson Financial Group has acquired …
Alan Fox, CPA, CVA Joins Glass Jacobson Financial Group
We are pleased to announce that Alan Fox, CPA, CVA of Fox and Fiorino is joining our team at Glass Jacobson Financial Group! Alan is …
Doug White Interviewed on Executive Leadership Radio [9 Min]
It’s not often that you hear about the people and life events that shaped the outlook of successful executives. In this interview on Executive Leaders Radio, …
Doug White Receives Integra International Glickman Award
Last week Integra International announced Doug White as the recipient of the 2017 Richard Glickman Visionary Award. Doug White is the Managing Director of our Rockville …
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