Jeffery Ahrens is a CFP-designated registered investment advisor at Gladstone Wealth Partners, based in Medford, NJ, with 25 years of industry experience. Jeffery 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
7 Somerton Square, Medford, NJ, 08056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffery operates AS Wealth Management, LLC as a DBA for his LPL business and is also the owner of AS Wealth Tax Professionals, spending full-time hours on the former and about 10-20% of his time on the latter. He also provides investment advisory services through Gladstone Institutional Advisory LLC, dedicating full-time hours to this activity, and is a member of Metrix Matter, a sports data aggregation business, spending about 10-20% of his time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
Gladstone Wealth Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
TD Wealth Management Services INC.Broker
TD Wealth Management Services INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations9 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.