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Mini jonathan dinkins
Glass Jacobson Financial Group
Owings Mills, MD

Jonathan Dinkins

AIF®, CPA, PFS
Manage the Now, Empower the Future
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Meet Jonathan

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Introduction - Jonathan Dinkins
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The Importance of a Well-Coordinated Approach - Jonathan Dinkins
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Global Investing - Jonathan Dinkins
Video Transcripts

Jon joined Glass Jacobson Financial Group in 2002 and became the managing director of its investment advisory services in 2005. As the CEO of the financial services group, he oversees the financial services line of business. With more than 35 years of experience in financial management, Jon has experience advising institutional investors, plan sponsors, high net worth individuals and other profit and not-for-profit enterprises. He has extensive wealth management experience…

Jon joined Glass Jacobson Financial Group in 2002 and became the managing director of its investment advisory services in 2005. As the CEO of the financial services group, he oversees the financial services line of business. With more than 35 years of experience in financial management, Jon has experience advising institutional investors, plan sponsors, high net worth individuals and other profit and not-for-profit enterprises. He has extensive wealth management experience advising senior executives and high net worth individuals and their families. Jon’s expertise includes advising plan trustees and sponsors on compliance and fiduciary conduct for institutional investment portfolios, general asset allocation, and asset management.

Jon received his undergraduate degree in accounting from Marshall University. He is a certified public accountant (CPA) and registered investment advisor representative. Jon earned the personal financial specialist (PFS) designation from the American Institute of CPAs, the certified investment management analyst (CIMA®) designation from the Investment Management Consultants Association, the accredited investment fiduciary (AIF®) designation from the Center for Fiduciary Studies, and the chartered mutual fund counselor (CMFC®) designation from the Institute of Wealth Management.

Medical Economics named Jon to their prestigious list of the “Best Financial Advisors for Doctors.” Also, he was selected as an expert in his field to contribute to the book Tips from the Top; Targeted Advice from America’s Top Money Minds. Jon is a member of the West Virginia Society of CPAs and the American Institute of CPAs and its personal financial planning practice section.

Jon is active with the Baltimore Area Council of the Boy Scouts of America, serving on its executive board and numerous committees. An Eagle Scout himself, Jon believes in building a stronger community to improve the lives of Baltimore’s citizens. In November 2010, Jon was awarded the prestigious “Eagle to Eagle Award.” The award is given to an adult Eagle Scout for demonstrating leadership and being a role model. Additionally, Jon has worked on nine Habitat for Humanity homes in Baltimore and assisted with home renovations in Mississippi after Hurricane Katrina.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Alternative Investments
Socially Responsible Investing
Employer Sponsored Retirement Plans

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CPA - Certified Public Accountant
CIMA® - Certified Investment Management Analyst
PFS - Personal Financial Specialist
AIF® - Accredited Investment Fiduciary®
CMFC® - Chartered Mutual Fund Counselor℠

Memberships

AICPA - American Institute of Certified Public Accountants

Education

Bachelors
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