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James Joseph Stanek

Gladstone Wealth Partners

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About James Joseph Stanek

James Joseph Stanek is a registered representative of Gladstone Wealth Partners and has been in the financial industry since July 16, 2008. James is licensed in 24 states and holds Series 66, Series 7, and SIE licenses. James has previously worked at Waddell & Reed, J&K Management, LLC and Silverleaf Advisor Group, LLC. James is an Investment Advisor Representative with Gladstone Institutional Advisory, LLC (DBA: Silverleaf Wealth Management) which provides investment advice to individual and institutional clients. James's specialization includes financial planning, retirement planning, and general consulting services.

Firm Information

James Stanek is currently registered with Gladstone Wealth Partners. Gladstone Wealth Partners is a registered investment advisor located in PALM BEACH GARDENS, FL. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have over 100 investment advisor representatives and approximately $4 billion in regulatory assets under management. Their client base primarily includes individuals, high-net-worth individuals, corporations, and charitable organizations.
Gladstone Wealth Partners

2000 PGA BLVD.

PALM BEACH GARDENS, FL 33408

$4.00B

Assets Under Management

238

Total Clients

88

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee accounts, retirement planning consulting services, general consulting services, and referral services

Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Stanek’s Registration & Firm History

NE

12/16/2022 - Present

Gladstone Wealth Partners (Omaha NE)

NE

07/17/2008 - 01/26/2017

WADDELL & REED (OMAHA NE)

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Licenses & Designations

BOTH

Issued 08/01/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Joseph Stanek.
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