Jay Weinberg
Jay Weinberg is a registered investment advisor at LPL Financial LLC, based in Mount Laurel, NJ, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
305 Fellowship Rd., Ste 105, Mount Laurel, NJ, 08054
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2000Customer Dispute
January 2000Other Business Activities
Jay operates under two DBAs for his LPL business: Gladstone Wealth Partners and Jay A Weinberg Investment Management. Both are investment-related and represent 100% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Raymond James & Associates, INC.Broker
PNC InvestmentsBroker
PNC Investments
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
Jefferson Gersch, INC.Broker
Securities America, INC.Broker
Thomas F. White & CO., IncorporatedBroker
Olde Discount CorporationBroker
Dean Witter Reynolds INC.Broker
Thomson Mckinnon Securities INC.Broker
American Express Financial Advisors INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.