Unclaimed
Jonathan Shuford Dinkins is a Registered Investment Advisor Representative at Glass Jacobson Wealth Advisors, a firm located in Owings Mills, Maryland. Jonathan has been in the financial services industry since June 2012. Jonathan holds the Series 65 license. Glass Jacobson Wealth Advisors offers advisory services to individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Jonathan is a highly experienced advisor who can help you with your financial planning needs.
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
11/13/2023 - Present
Glass Jacobson Wealth Advisors (OWINGS MILLS MD)
IA
Issued 01/14/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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