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Michael Wayne Cohen

Glass Jacobson Wealth Advisors

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About Michael Wayne Cohen

Michael Cohen is a financial advisor with Glass Jacobson Wealth Advisors. Michael has been in the industry since 2000 and has experience providing financial planning, portfolio management, and pension consulting services. Michael is registered with the state of Maryland as an investment advisor representative.

Firm Information

Michael Cohen 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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other

Referral fees; revenues from educational product sales

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Michael Cohen’s Registration & Firm History

MD

08/16/2000 - Present

Glass Jacobson Wealth Advisors (OWINGS MILLS MD)

MD

01/10/2001 - 08/23/2024

TRIAD ADVISORS LLC (Owings Mills MD)

CA

01/12/2000 - 01/22/2001

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 08/30/2001

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Wayne Cohen.
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