George T. Ingram

GLASS JACOBSON WEALTH ADVISORS

ROCKVILLE, MD 20850

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CRD#: 5017791

Professional summary

George Thomas Ingram III, CFP®, who also goes by George Thomas Ingram, Trey Ingram, is a registered financial advisor currently at GLASS JACOBSON WEALTH ADVISORS located in Rockville, Maryland.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. George has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George Thomas Ingram | Trey Ingram

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.

1)Glass Jacobson Investment Advisors;investment related;10711 Red Run Blvd,Suite 101,Owings Mills,MD 21117;RIA;senior wealth advisor;8/2019;160 hrs/month;6.5 hrs during trading;wealth planning & discretionary investment advice 2)N/A;not investment related;Wilmington,NC;own two rental properties;owner;6/2000;0 hrs/month;0 hrs during trading;owner of two rental properties in Wilmington,NC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Thomas Ingram III'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

Start date: 2021

Experience

Current

July 25, 2019 - Present

GLASS JACOBSON WEALTH ADVISORS

Office #1: 800 King Farm Blvd Suite 500, Rockville, MD 20850

RIA

CRD#: 120141

ROCKVILLE, MD

Past

August 6, 2019 - June 18, 2021

TRIAD ADVISORS LLC

CRD#: 25803

ROCKVILLE, MD

Past

December 23, 2014 - June 6, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

WASHINGTON, DC

Past

October 29, 2014 - June 6, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

WASHINGTON, DC

Past

December 18, 2012 - May 29, 2013

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

December 18, 2008 - November 7, 2012

FBR INVESTMENT SERVICES, INC.

CRD#: 43442

ARLINGTON, VA

Past

November 23, 2005 - April 15, 2008

FAIRFIELD HEATHCLIFF CAPITAL LLC

CRD#: 117647

NEW YORK, NY

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
(7/25/2019)

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: 12/16/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/23/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/5/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/22/2005

General Securities Representative 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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Firm Stability Insights

George T. Ingram

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Thomas Ingram III's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

QUASAR DISTRIBUTORS, LLC

FBR INVESTMENT SERVICES, INC.

FAIRFIELD HEATHCLIFF CAPITAL LLC

Primary Firm SEC Registration

GLASS JACOBSON WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2014

Series 63

Date: 2/23/2006

Series 7TO

Date: 3/5/2024

SIE

Date: 10/1/2018

Series 7

Date: 11/22/2005

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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