Jeffery Lee Ahrens

Current Employers

Employment History

• 02/2010 → 02/2018
  Lpl Financial, Llc
  Medford, NJ
• 02/2018 → 02/2021
  Raymond James Financial Services,Inc
  Lancaster, PA
• 02/2018 → 02/2021
  Fulton Bank
  Windsor, NJ
• 02/2018 → Present
  As Wealth Tax Professionals
  Medford, NJ
• 02/2018 → 02/2021
  Specific Solutions
  Windsor, NJ
• 03/2018 → 08/2022
  Exceptional Risk Advisors
  Windsor, NJ
• 02/2021 → Present
  Gladstone Wealth Partners
  Medford, NJ
• 02/2021 → Present
  Lpl Financial Llc
  Medford, NJ

Previous Registrations

• 2018-03-12 → 2021-02-26
  Raymond James Financial Services Advisors, Inc
  Windsor, NJ
• 2010-02-23 → 2018-03-08
  Lpl Financial Llc
  Medford, NJ
  Morristown, NJ
  Folsom, NJ
• 2006-04-17 → 2010-02-17
  Td Wealth Management Services Inc.
  Cherry Hill, NJ
  Cherry Hill, NJ
  Cherry Hill, NJ
• 2004-10-20 → 2006-04-17
  Banc Of America Investment Services, Inc.
  Bricktown, NJ
  Bricktown, NJ
• 2003-05-12 → 2004-10-20
  Quick & Reilly, Inc.
  Brick, NJ
• 2002-06-03 → 2003-05-06
  Morgan Stanley Dw Inc.
  Toms River, NJ

Other Businesses

1) 02/24/2021 - AS WEALTH MANAGEMENT, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2021 - 160 Hr/Mth 2) 02/24/2021 - AS WEALTH TAX PROFESSIONALS - Owner - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 02/2021 - 20 Hr/Mth 3) 3/2/2021 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Gladstone WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 2/25/2021 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Gladstone Institutional Advisory LLC, an independent investment advisor firm. I started this business activity in 3/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 01/17/2023 - METRIX MATTER - Not Investment Related - Other - Sports Data Aggregation - Member - Start Date - 09/14/2022 - 30 Hours Per Month/0 Hours During Securities Trading 5) 01/23/2026 - 443 AZ Ventures, LLC - Real Estate Rental - Member - Not Investment Related - West Berlin, NJ - Start Date 01/31/2026 - 10 hours per month/ 1 hour during trading

Exams

• S66 Uniform Combined State Law Examination
  2001-01-10

Designations

Other Names

• Jeffrey Ahrens