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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Scheffel is an investment advisor representative at Glass Jacobson Wealth Advisors in Owings Mills, MD. Bart has been in the industry since January 1984. He has a Series 65 license and is registered as an Investment Advisor in Maryland. Bart is a shareholder of the CPA firm of Glass Jacobson & Associates, PA and works 200 hours per month as a full-time CPA in a non-investment related role. Glass Jacobson Wealth Advisors provides financial planning, pension consulting, and portfolio management services for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees; revenues from educational product sales
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MD
12/13/2023 - Present
Glass Jacobson Wealth Advisors (OWINGS MILLS MD)
IA
Issued 11/11/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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