George R. Toulson

GLASS JACOBSON WEALTH ADVISORS

OWINGS MILLS, MD 21117

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CRD#: 2743497

Professional summary

George Ronald Toulson, CFP®, who also goes by George Ronald Toulson Jr, is a registered financial advisor currently at GLASS JACOBSON WEALTH ADVISORS located in Owings Mills, Maryland.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. George has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George Ronald Toulson Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DB Game LLC & DB Game II/ Not Investment Related/Address is 1 Laurnic Dr. Reisterstown, MD 21136/Social Media Gaming Software/Minority Member/Managing Member/June 1, 2020/10 hours per month during trading hours/Primarily manages the communication between the LLC members and the company. Handles administration and coordinates with outside professionals, i.e. accountants, attorneys, etc. where applicable.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Ronald Toulson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

October 4, 2021 - Present

GLASS JACOBSON WEALTH ADVISORS

Office #1: 10055 Red Run Blvd Suite 160, Owings Mills, MD 21117

RIA

CRD#: 120141

OWINGS MILLS, MD

Past

September 24, 2019 - September 30, 2021

WICK CAPITAL PARTNERS, LLC

RIA

CRD#: 299194

Reisterstown, MD

Past

November 22, 2016 - July 25, 2019

CLEARBRIDGE INVESTMENTS, LLC

RIA

CRD#: 137028

NEW YORK, NY

Past

November 22, 2016 - July 25, 2019

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

BALTIMORE, MD

Past

January 30, 2013 - October 31, 2016

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

March 15, 2000 - May 12, 2008

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

February 4, 2000 - October 31, 2016

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

October 7, 1997 - December 31, 1999

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

May 15, 1996 - September 30, 1997

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GLASS JACOBSON WEALTH ADVISORS

GLASS JACOBSON FINANCIAL GROUP | GLASS JACOBSON WEALTH ADVISORS | GLASS JACOBSON INVESTMENT ADVISORS, LLC

CRD#: 120141 / SEC#: 801-62867

RIA

Registered Investment Advisory firm - (3/12/2004 Approved)

Maryland

Registered Investment Advisory firm - (4/1/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(10/4/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/30/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/3/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/26/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/10/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/28/2004

General Securities Principal Examination

Current Firm

GLASS JACOBSON WEALTH ADVISORS

GLASS JACOBSON FINANCIAL GROUP | GLASS JACOBSON WEALTH ADVISORS | GLASS JACOBSON INVESTMENT ADVISORS, LLC

CRD#: 120141 / SEC#: 801-62867

RIA

Registered Investment Advisory firm - (3/12/2004 Approved)

Maryland

Registered Investment Advisory firm - (4/1/2004 Terminated)

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Contact information

Main Address

10055 Red Run Blvd Suite 160, Owings Mills, MD 21117

Mailing Address

702 King Farm Blvd Suite 610, Rockville, MD 20850

Phone number

(410) 356-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GJW ADVISORS (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,651
AUM (Assets Under Management)	$ 904,069,809

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/16/2025	Cover Page	Report
01/02/2024	Cover Page	Report
01/23/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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George R. Toulson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Ronald Toulson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WICK CAPITAL PARTNERS, LLC

CLEARBRIDGE INVESTMENTS, LLC

FRANKLIN DISTRIBUTORS, LLC

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

WALNUT STREET SECURITIES, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

GLASS JACOBSON WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/1997

Series 63

Date: 6/3/1996

SIE

Date: 10/1/2018

Series 7

Date: 8/26/1997

Series 6

Date: 5/10/1996

Series 24

Date: 4/28/2004

Current Firm

GLASS JACOBSON WEALTH ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GLASS JACOBSON WEALTH ADVISORS

TRUST BUT VERIFY

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