Gladstone Wealth Partners
Jay Weinberg is a seasoned financial professional with extensive experience in the wealth management industry. Currently serving as Managing Director at Gladstone Wealth Partners since January 2022, Jay has a robust background that includes positions as Financial Advisor and First Vice President - Investments at Wells Fargo Advisors from February 2008 to January 2022, and earlier roles at PNC, Olde Discount Corp., Dean Witter, and Thomson McKinnon Securities. Jay holds a Bachelor of Arts degree in Communication from the University of Maryland College Park, obtained between 1980 and 1984.
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Gladstone Wealth Partners
At Gladstone Wealth Partners, we strive to give the best service in all financial matters. We will guide your planning (financial, tax, strategic, and philanthropic), investment management (asset allocation, risk management, investment due diligence and analysis, discretionary asset management and trading) and administration (advisor coordination and reporting). We are here to provide you with coordinated planning and advice for all aspects of your financial life with the goal that your asset base is not only maintained but that you reach the goals and objectives you have set for your family’s financial future. Securities offered through LPL Financial, Member SIPC (www.sipc.org). Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners and Gladstone Institutional Advisory are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.gladstonewealth.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.