Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Ahrens is a financial advisor with over 20 years of experience in the industry. Currently, Jeffery is registered with Gladstone Wealth Partners, an independent investment advisor firm, and has a combined total of over 15 years of experience with both investment advisory and brokerage services. Jeffery has a strong background in both investment advisory and brokerage services. Prior to Gladstone Wealth Partners, Jeffery was associated with Raymond James Financial Services, Inc., LPL Financial LLC, TD Wealth Management Services Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Morgan Stanley DW Inc. Jeffery offers a comprehensive range of financial services, including financial planning, investment management, retirement planning, and estate planning. Jeffery specializes in serving high-net-worth individuals, families, and businesses. Jeffery is committed to providing his clients with personalized, objective, and ethical advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
02/25/2021 - Present
Gladstone Wealth Partners (Medford NJ)
NJ
02/26/2018 - 02/26/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (WINDSOR NJ)
NJ
02/23/2010 - 03/08/2018
LPL FINANCIAL LLC (MEDFORD NJ)
NJ
04/17/2006 - 02/17/2010
TD WEALTH MANAGEMENT SERVICES INC. (CHERRY HILL NJ)
NJ
10/20/2004 - 04/17/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRICKTOWN NJ)
NY
05/12/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
01/04/2001 - 05/06/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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