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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zubair? Claim Your ProfileZubair Ahmad Khan is a financial advisor with over 15 years of experience in the financial services industry. Zubair is a Certified Financial Planner™ professional and a Chartered Financial Analyst® charterholder. He currently works with Glass Jacobson Wealth Advisors, an independent wealth management firm. Prior to joining Glass Jacobson Wealth Advisors, Zubair worked with several financial institutions including LPL Financial LLC, J.P. Morgan Securities LLC, TIAA-CREF Individual & Institutional Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and HSBC Securities (USA) Inc. Zubair is a dedicated financial advisor and provides comprehensive financial planning, investment management and retirement planning services to individuals and families.
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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2
MD
12/08/2022 - Present
Glass Jacobson Wealth Advisors (OWINGS MILLS MD)
MA
06/17/2016 - 07/13/2018
LPL FINANCIAL LLC (HANSCOM A F B MA)
NJ
06/29/2015 - 06/02/2016
J.P. MORGAN SECURITIES LLC (CHATHAM NJ)
NY
08/23/2013 - 06/11/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
06/04/2012 - 08/12/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/25/2009 - 05/04/2012
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
12/02/2008 - 11/13/2009
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
09/28/2006 - 11/27/2007
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 06/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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