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 firms that meet verified standards …
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 been promoted to Senior Wealth …
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 tax and business consulting matters …
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. You can download the full …
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 practice. As Director of Retirement …
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 certified Glass Jacobson Investment Advisors, LLC …
