linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph McCarthy

Glass Jacobson Wealth Advisors

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

About Joseph McCarthy

Joseph McCarthy is a financial advisor with Glass Jacobson Wealth Advisors. Joseph McCarthy is based in Rockville, Maryland. Joseph McCarthy has 12 years of experience in the financial services industry. Prior to joining Glass Jacobson Wealth Advisors, Joseph McCarthy was a financial advisor with UBS FINANCIAL SERVICES INC.. Joseph McCarthy is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Joseph McCarthy's specializations include investment management, retirement planning, estate planning, and insurance.

Firm Information

Joseph McCarthy 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Joseph McCarthy’s Registration & Firm History

MD

06/09/2023 - Present

Glass Jacobson Wealth Advisors (Rockville MD)

DC

02/13/2020 - 05/22/2023

UBS FINANCIAL SERVICES INC. (WASHINGTON DC)

MD

10/17/2016 - 10/31/2018

EF LEGACY SECURITIES, LLC (BETHESDA MD)

MD

06/01/2015 - 10/11/2016

H. BECK, INC. (Rockville MD)

Not sure if Joseph McCarthy is right for you?

Licenses & Designations

BOTH

Issued 04/01/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joseph McCarthy. Review regulatory record here.
Not sure if Joseph McCarthy is right for you?