Glass Jacobson Investment Advisors, Llc
- Regulatory AUM
- $928M
- Discretionary
- $926M
- Clients
- 504
- Avg AUM / client
- $1.8M
- Accounts
- 1,475
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 350 | $286M | 30.8% |
| High net worth individuals | 151 | $640M | 69.0% |
| Pension and profit sharing plans | 2 | $2.0M | 0.21% |
| Charitable organizations | 1 | $269K | 0.03% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Caci Smart Plan Caci International, Inc. | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cohen, Michael, Wayne | Managing Member | Jan 2000 (27y) | 10% – 25% | |
| Jacobson, Edward, Joel | Managing Member | Jan 2000 (27y) | 10% – 25% | |
| Jonathan Shuford Dinkins | Managing Member/Chief Compliance Officer | Personal Financial Specialist | Jan 2003 (24y) | 10% – 25% |
| Scheffel, Bart, William | Member | Nov 2004 (22y) | 10% – 25% | |
| Albert, Steven, Glenn | Member | Mar 2006 (20y) | 10% – 25% | |
| Marina Sidelnikova | Member | Nov 2007 (19y) | Less than 5% | |
| Michael Kevin Creamer | Member | CFP | Nov 2011 (15y) | 5% – 10% |
| Christine Rutt Schmitz | Registered representative | Oct 2003 (23y) | ||
| Richard Joseph Osikowicz | Registered representative | CFP | Aug 2018 (8y) | |
| George Thomas Ingram | Registered representative | CFP | Jul 2019 (7y) | |
| Todd Norris | Registered representative | CFP | Nov 2020 (6y) | |
| Dovid Price | Registered representative | CFP | Feb 2021 (5y) | |
| George Ronald Toulson | Registered representative | CFP CFA | Oct 2021 (5y) | |
| Joseph Mc Carthy | Registered representative | CFP Chartered Financial Consultant | Jun 2023 (3y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Caci Smart Plan | Caci International, Inc. | 23,471 | $3.9B | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 940 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • REFERRAL FEES; REVENUES FROM EDUCATIONAL PRODUCT SALES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $713M (77% of AUM) Mar 2026
- National Financial Services (Fidelity) $104M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗