James Mcgeehin
James Mcgeehin is a registered investment advisor at Gladstone Wealth Partners, based in Hackettstown, NJ, with 28 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
1 Edgeview Drive, Suite 4B, Hackettstown, NJ, 07840
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2014Other 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
LPL Financial LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Allstate Financial Services, LLCBroker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations7 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.