William Jay Peacock

Employer firm

Gladstone Wealth Partners CRD 250787

$5.68B regulatory AUM 45 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 07/2018
  Raymond James Financial Services, Inc.
  San Angelo, TX
• 06/2026 → Present
  Lpl Financial Llc
  San Angelo, TX
• 06/2026 → Present
  Gladstone Wealth Partners
  San Angelo, TX
• 12/2012 → 09/2023
  B&K Properties, Llc
  San Angelo, TX
• 12/2013 → 07/2018
  Raymond James Financial Services Advisors Inc.
  San Angelo, TX
• 06/2013 → 09/2023
  The Peacock Group Inc.
  San Angelo, TX
• 07/2018 → 09/2023
  Lpl Financial Llc
  San Angelo, TX
• 09/2023 → 06/2026
  Ameriprise Financial Services, Llc
  San Angelo, TX

Previous Registrations

• 2023-09-05 → 2026-06-12
  Ameriprise Financial Services, Llc
  San Angelo, TX
  San Angelo, TX
  San Angelo, TX
• 2018-07-26 → 2023-09-08
  Lpl Financial Llc
  San Angelo, TX
  Fort Mill, SC
  San Angelo, TX
• 2013-12-04 → 2018-08-01
  Raymond James Financial Services Advisors, Inc
  San Angelo, TX

Other Businesses

1. 06/2026 - Silverleaf Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 6/4/2026 2. 06/2026 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 6/4/2026 3. 06/2026 - B&K Properties, LLC - Real Estate Rental - Investment related - San Angelo TX 76901 - 08 Hrs/Mth - 01 Hrs During Trading - OBA start date: 12/27/2012 4. 06/2026 - Peacock Management, LLC - Real Estate Rental - Investment related - San Angelo TX 76901 - 01 Hrs/Mth - 00 Hrs During Trading - OBA start date: 11/01/2022 5. 06/2026 - The Peacock Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 6/4/2026 6. 06/11/2026 - Gladstone Institutional Advisory, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 04/24/2026 - 160 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 4/2026. 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-16
• S63 Uniform Securities Agent State Law Examination
  1999-03-18

Other Names

• Bill Peacock
• William Peacock
• Bill J. Peacock
• William J Peacock
• Bill Jay Peacock