MC
MC

Michael Wayne Cohen

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

10711 Red Run Blvd, Suite 101, Owings Mills, MD, 21117

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is a partner at Glass Jacobson PA, focusing on tax and accounting, dedicating full-time hours. He also has roles in Carbrooke Enterprises LLC (rental property), Carli Enterprises, LLC (residential real estate rental), and Glass Jacobson Investment Advisors, LLC/DBA 401kbuddy (Retirement Plan Participant Education Tool), each requiring minimal time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Glass Jacobson Wealth Advisors
August 2000 - Present · 25 yrs 6 mos
Previous Registrations
Triad Advisors LLCBroker
January 2001 - August 2024 · 23 yrs 7 mos
National Planning CorporationBroker
January 2000 - January 2001 · 1 yr
State Registrations19 states
ALARCADCDEFLGAHIKYMDNCNJNYOHPASCTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.