Jon is a managing member of Glass Jacobson. With more than 35 years of experience in financial management, he has broad and varied experience advising institutional investors, plan sponsors, high net worth individuals and other profit and not-for -profit enterprises. Jon has extensive wealth management experience advising senior executives and high net worth individuals and their families. Jon’s expertise includes advising plan trustees and sponsors on compliance and fiduciary conduct for institutional investment portfolios, general asset allocation, and asset management.
Jon received his undergraduate degree in accounting from Marshall University. He is a certified public accountant (CPA) and registered investment advisor representative. Jon 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 Jon to their prestigious list of the “Best Financial Advisors for Doctors.” Also, he was selected as an expert in his field to contribute to the book Tips from the Top; Targeted Advice from America’s Top Money Minds. Jon is a member of the West Virginia Society of CPAs and the American Institute of CPAs and its personal financial planning practice section.
Jon 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, Jon believes in building a stronger community to improve the lives of Baltimore’s citizens. In November 2010, Jon 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, Jon has worked on nine Habitat for Humanity homes in Baltimore and assisted with home renovations in Mississippi after Hurricane Katrina.
Reflecting on his 40-year career in the financial services industry, Jon wrote an article entitled “Five Time-Tested Conclusions about the Financial Markets.” Jon’s goal was to advise investors on how to accomplish their long-term goals by describing what practices best deliver returns on investments. His advice is wise and prudent.