JG
JG

Jason Gladowsky

28 Years of Experience
Smithtown, NY
Broker

Jason Gladowsky is a registered investment advisor at Gladowsky Capital Management CORP, based in Smithtown, NY, with 28 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 298 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
298 clients
Average Client Portfolio
$664K average
Assets Under Management
$197.8M

Fee Structure

Investment management only (planning not offered)

Gladowsky Capital Management (GCMC) offers several wrap fee programs where your assets are managed by outside investment managers or through model portfolios. The fees you pay depend on the program you choose and can be negotiated.

For separately managed accounts, fees typically range from 0.75% to 2.80% of your assets each year. For Investment Strategies, AdvisorFlex Portfolios, and Asset Allocation Portfolios, fees typically range from 0.75% to 1.50% annually. For Diversified Strategies, fees typically range from 0.75% to 1.37%, but could increase to 1.53% if a third-party model provider is used.

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Location

18 Manor Road, Smithtown, NY, 11787

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gladowsky Capital Management CORP
June 2010 - Present · 15 yrs 11 mos
The Gladowsky GroupBroker
December 1998 - Present · 27 yrs 5 mos
Previous Registrations
Deutsche Morgan Grenfell INC.Broker
January 1997 - April 1998 · 1 yr 3 mos
State Registrations13 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jason Gladowsky - Financial Advisor | TrueAdvisor