Christine Rutt Schmitz
Investment adviser representative at Glass Jacobson Wealth Advisors
23 yearsExperience
1 stateRegistered in
$928MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Ma Brokerage SolutionsDec 2025 to now
- Glass Jacobson Wealth AdvisorsOct 2003 to now
- Osaic Wealth, Inc.Aug 2024 to Dec 2025
- Glass Jacobson Investment Advisors, LLCOct 2003 to Dec 2025
- Triad Advisors, Inc.Oct 2003 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MD).
Glass Jacobson Wealth Advisors
Legal name: Glass Jacobson Investment Advisors, LLC
$928MAssets managed
504Clients
1Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2767312
- Firm CRD
- 120141