Dovid Price

GLASS JACOBSON WEALTH ADVISORS

OWINGS MILLS, MD 21117

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CRD#: 7173006

Professional summary

Dovid Price, CFP®, who also goes by Dovid Eliezer Price, David E Price, Dovid E Price, is a registered financial advisor currently at GLASS JACOBSON WEALTH ADVISORS located in Owings Mills, Maryland.

Dovid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Dovid has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dovid Eliezer Price | David E Price | Dovid E Price

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.

Beacon Education Not investment related Offers seminars on financial literacy to various Federal Agencies Independent Contractor 05/10/2023 Less than 5 hours a month Less than 5 hours a month Present seminars on various financial topics to federal agencies Esther Price, CCC-SLP Not investment related 3636 Bancroft Road Baltimore, MD 21215 Speech therapy services Financial manager 07/15/2023 Approximately 20 hours a month - not during trading hours Not during trading hours Provides financial consulting and management services to a speech therapy company

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dovid Price'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: 2023

Experience

Current

February 17, 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

January 20, 2021 - February 16, 2021

DP FINANCIAL

RIA

CRD#: 312428

BALTIMORE, MD

Past

December 4, 2019 - July 8, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

BALTIMORE, MD

Past

November 13, 2019 - July 8, 2020

LPL FINANCIAL LLC

CRD#: 6413

BALTIMORE, MD

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
(2/17/2021)

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 66

Date: 12/2/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/13/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/9/2019

Securities Industry Essentials 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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Dovid Price

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dovid Price's CRS (Customer Relationship Summary).

Certified licenses

Experience

DP FINANCIAL

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

GLASS JACOBSON WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/2/2019

Series 7TO

Date: 11/13/2019

SIE

Date: 9/9/2019

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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