Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Shuford Dinkins is a financial advisor at Glass Jacobson Wealth Advisors, with over 25 years of experience in the financial services industry. Jonathan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Jonathan is a registered Investment Advisor Representative in the state of Maryland and has a Series 7 and Series 65 license. Jonathan is also a Personal Financial Specialist (PFS). Glass Jacobson Wealth Advisors is a Registered Investment Advisor (RIA) based in Owings Mills, Maryland. The firm provides a wide range of financial services to individuals, families, and businesses, including financial planning, portfolio management, and retirement planning. Glass Jacobson Wealth Advisors has a long history of providing high-quality financial advice to its clients. The firm is committed to helping clients achieve their financial goals.
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
01/08/2003 - Present
Glass Jacobson Wealth Advisors (OWINGS MILLS MD)
AZ
12/11/1995 - 12/31/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 09/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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