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Current Employers
Gladstone Wealth Partners

2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-02-12
  • NJ RA
    APPROVED
    Since 2018-02-12

Branch Locations

2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States

1545 Us-206 Suite 300, Bedminster, NJ 07921 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Sparta NJ 04/2008 05/2017
Morgan Stanley Morristown NJ 05/2017 12/2017
Lpl Financial, Llc Chester NJ 12/2017 Present
Gladstone Wealth Partners Chester NJ 12/2017 Present
  • 04/2008 → 05/2017
    Pnc Investments
    Sparta, NJ
  • 05/2017 → 12/2017
    Morristown, NJ
  • 12/2017 → Present
    Lpl Financial, Llc
    Chester, NJ
  • 12/2017 → Present
    Chester, NJ
Previous Registrations
  • 2017-05-19 → 2017-12-14
    Morristown, NJ
  • 2010-01-05 → 2017-04-19
    Mcafee, NJ
    Millburn, NJ
    Little Falls, NJ
    Mt. Arlington, NJ
    Millburn, NJ
    Bridgewater, NJ
Other Businesses

1. 11/2/2020 - Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2020 - 80 Hours Per Month/5 Hours During Securities Trading. 2. 11/20/2020 - GLADSTONE INSTITUTIONAL ADVISORY LLC - DBA: (Hybrid) Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - ADMIN. - Started 10/01/2020 - 80 Hours Per Month/5 Hours During Securities Trading. 3. 09/10/2025 - Integrity, LLC - Outside/W-2 Employment - Not Investment Related - At Reported Business Location(s) - Started 10/13/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 4. 11/11/2025- GLADSTONE INSTITUTIONAL ADVISORY LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/12/2018 - 20 hours per month/ during trading - I provide investment advisory services through GLADSTONE INSTITUTIONAL ADVISORY LLC, an independent investment advisor firm. I started this business activity in 02/12/2018. I expect to spend approximately 20 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. 5. 11/11/2025 - GLADSTONE INSTITUTIONAL ADVISORY LLC - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business location(s) - Start Date 10/01/2020 - 80 hours per month/ 5hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-23
  • S66 Uniform Combined State Law Examination
    2009-12-23
Other Names
  • Jennifer Lynn Freeland
  • Freeland L Jennifer
  • Jennifer Lynn Tamburo

View on SEC IAPD

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