Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Shuford Dinkins

Glass Jacobson Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Shuford Dinkins

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.

Firm Information

Jonathan Dinkins is currently registered with Glass Jacobson Wealth Advisors. Glass Jacobson Wealth Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC). Based in Owings Mills, MD, the firm manages approximately $817 million in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, and pension consulting. The firm has 19 investment advisory professionals and a total of 23 employees.
Glass Jacobson Wealth Advisors

10451 MILL RUN CIRCLE

OWINGS MILLS, MD 21117

$817.31M

Assets Under Management

55

Total Clients

20

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral fees; revenues from educational product sales

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Dinkins’s Registration & Firm History

MD

11/13/2023 - Present

Glass Jacobson Wealth Advisors (OWINGS MILLS MD)

Not sure if Jonathan Shuford Dinkins is right for you?

Licenses & Designations

IA

Issued 01/14/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Shuford Dinkins.
Not sure if Jonathan Shuford Dinkins is right for you?