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James Mcgeehin

Gladstone Wealth Partners
28 Years of Experience
Hackettstown, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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James Mcgeehin is a registered investment advisor at Gladstone Wealth Partners, based in Hackettstown, NJ, with 28 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.

Gladstone Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
8,385 clients
Average Client Portfolio
$678K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1 Edgeview Drive, Suite 4B, Hackettstown, NJ, 07840

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2014
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James spends a significant amount of time on various investment-related activities, including working with Gladstone Wealth Group, Gladstone Institutional Advisory, LLC, Semper Fi Wealth Management, and LPL Financial. He also dedicates about a quarter of his time to non-variable insurance.

Employment History
Current Registrations
Gladstone Wealth Partners
July 2017 - Present · 9 yrs 3 mos
LPL Financial LLCBroker
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
PNC Investments
February 2006 - July 2017 · 11 yrs 5 mos
PNC InvestmentsBroker
September 2004 - July 2017 · 12 yrs 10 mos
Allstate Financial Services, LLCBroker
June 2001 - September 2004 · 3 yrs 3 mos
First Union Securities, INC.Broker
October 2000 - June 2001 · 8 mos
First Union Brokerage Services, INC.Broker
February 2000 - October 2000 · 8 mos
Prudential Securities IncorporatedBroker
April 1998 - November 1999 · 1 yr 7 mos
Pruco Securities CorporationBroker
September 1997 - March 1998 · 6 mos
State Registrations8 states
FLMEMINCNJNYPAWI
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.
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