Jeremy Isaac Friedman

Current Employers

Employment History

• 06/2010 → 11/2016
  Wells Fargo Advisors Llc
  Omaha, NE
• 11/2016 → 04/2017
  Wells Fargo Clearing Services, Llc
  Omaha, NE
• 04/2017 → 01/2022
  Raymond James & Associates
  Omaha, NE
• 01/2022 → Present
  Lpl Financial Llc
  Omaha, NE
• 01/2022 → Present
  Gladstone Wealth Partners
  Omaha, NE

Previous Registrations

• 2017-05-01 → 2022-02-04
  Raymond James & Associates, Inc.
  Omaha, NE
• 2010-08-13 → 2017-04-28
  Wells Fargo Clearing Services, Llc
  Omaha, NE

Other Businesses

1) 01/2022 - DBA for LPL Business (entity for LPL business) - Silverleaf Wealth Management - Investment Related - 50% - Omaha, NE 68144 2) 01/2022 - DBA for LPL Business (entity for LPL business) - Friedman Financial Partners - Investment Related - 50% - Omaha, NE 68144 3) 1/27/2022 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Friedman Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/18/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 1/2022. 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) 1/27/2022 - Gladstone Institutional Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date: 01/18/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 1/2022. 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. 5) 1/27/2022 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/20/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 1/2022. 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. 6) 1/27/2022 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/20/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 1/2022. 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. 7) 03/23/2022 - Friedman Financial, Inc. -Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 02/22/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 8) 10/01/2024 - Ash Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - 1 hour a month/ during trading. 9) 11/24/2025 - ANOBO - Other - Plane Share Group Structured as an S Corp - Omaha, NE - Start Date 09/02/2025 - 24 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2010-08-06

Other Names

• Jeremy Friedman