Jonathan is a managing member of Glass Jacobson Investment Advisors, LLC. As a Certified Public Accountant (CPA), he has broad and varied experience with more than 25 years in financial management advising institutional investors, plan sponsors, trusts, high net worth individuals and other profit and not-for-profit enterprises. He has extensive wealth management experience advising senior executives, high net worth individuals and their families.
Jonathan has earned the Personal Financial Specialist (PFS) designation of the American Institute of CPAs, the Certified Investment Management Analyst (CIMA) designation of the Investment Management Consultants Association, the Accredited Investment Fiduciary (AIF) designation of the Center for Fiduciary Studies, and the Chartered Mutual Fund Counselor (CMFC) designation from the Institute of Wealth Management. Jonathan received his undergraduate degree in accounting from Marshall University.
Medical Economics named Jonathan to their prestigious list of the 150 Best Financial Advisors for Doctors in 2006, 2008, and again in 2009. Also, he was selected as one of the experts in his field to contribute to the book Tips from the Top; Targeted Advice from America’s Top Money Minds.