John G. Craten, AEP®, CFP®, CDFA™
Director of Wealth Planning Services
 

Biography

John G. Craten is the director of wealth planning services for Glass Jacobson Financial Group. In that capacity, he is responsible for the firm’s fee planning capabilities which are offered to the firm’s qualified, higher net worth clientele.

John graduated in 1968 from The Baltimore Architectural Engineering College with a secondary degree in advanced mathematics.  He later served in the US Navy as a shipboard operation petty officer second class, stationed with the Atlantic fleet and was honorably discharged in 1971.

Originally entering the financial services industry in 1972, John managed the Corporate Trust Planning Department at Equitable Trust Bank in Baltimore. He left this position in 1984 to pursue an investment brokerage career at Legg Mason in Baltimore.

From 1989 to 1998 John headed the specialized private client, high net worth planning department at Legg Mason Wood Walker, Inc., a regional brokerage firm, where he served as director. From 1999 to 2004, John served in the same high net worth planning capacity at Harvest Investment Consultants, P.A., an independent investment advisory firm based in Hagerstown, MD.

Continuing to build knowledge, expertise, and experience on this career path, John then joined SunTrust Bank in Baltimore in 2004 and was charged with bringing fee based planning to the various greater Maryland and D.C wealth management teams.  As SVP and planning manager over the next eight years, he successfully increased the fee planning profile for the greater MD/D.C regions.

From 2012 to 2014 John was affiliated with PNC Bank in Baltimore to introduce comprehensive, fee based planning to the five regional wealth management teams servicing the greater Maryland area.

John has been an adjunct faculty member at Loyola University and Johns Hopkins University. He has taught financial planning/investment courses at JHU’s continuing education department. John is a member of the Financial Planning Association – National (FPA), the local Maryland Chapter of the FPA (BFPA), the CFP Board of Standards in Washington, D.C. and the Baltimore Estate Planning Council.  He has also served as an elected officer (VP Public Programs) and board member of the local Maryland BFPA Chapter.

John currently serves as a director on the boards of two prominent Maryland corporations.  In recent years, he has presented general financial planning, investment, risk management, tax planning, estate planning, retirement planning and business succession topics on television, radio, local and national print media.  He has conducted seminars for local area colleges, corporate clients, unions, associations, civic, trade, legal and medical/health care groups as well as for the general public.

John is a proficient guitarist, practices yoga and has been a daily meditator for the past 20+ years. He’s been married to his wife Tina for 25 years and their household includes three very independent cats. They are longtime residents of Towson and are both active in philanthropic, community, church, sports, educational and fraternal organizations.