Jonathan is a managing member of Glass Jacobson. As a Certified Public Accountant (CPA), he has broad and varied experience with more than 35 years in financial management advising institutional investors, plan sponsors, 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 received his undergraduate degree in accounting from Marshall University. Jonathan has earned the Personal Financial Specialist (PFS) designation from the American Institute of CPAs, the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association, the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies, and the Chartered Mutual Fund Counselor (CMFC®) designation from the Institute of Wealth Management.
Medical Economics named Jonathan to their prestigious list of the Best Financial Advisors for Doctors. Also, he was 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 is a member of the American Institute of CPAs and its Personal Financial Planning practice section and of the West Virginia Society of CPAs. Jonathan holds the NASD registration for Uniform Investment Advisor Representative.
Jonathan is active with the Baltimore Area Council of the Boy Scouts of America, serving on its executive board and numerous committees. An Eagle Scout himself, Jonathan believes in building a stronger community to improve the lives of Baltimore’s citizens. In November 2010, Jonathan was awarded the prestigious “Eagle to Eagle” award. The award is given to an adult Eagle Scout for demonstrating leadership and being a role model. Additionally, he has worked on nine Habitat for Humanity homes in Baltimore and assisted with home renovations in Mississippi after Hurricane Katrina.