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Issued to:
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Glass Jacobson Investment Advisors, LLC
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which has demonstrated its conformity to all Practices for:
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Investment Advisor Certification
Click to view practices
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for the following Program:
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ERISA plan consulting, investment due diligence, fee benchmarking and 3(38) discretionary and 3(21) non-discretionary advisory services; investment advisory and wealth management services to high net worth individuals.
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Date of Current Registration:
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2023.12.27
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Date of Initial Registration:
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2017.12.27
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CEFEX file:
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CFX10599
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On behalf of the CEFEX Registration Committee
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David Vriesenga
Chief Rating Officer
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