Jay Weinberg

About Jay Weinberg

With over 35 years of experience in financial services, I am dedicated to helping individuals work toward meeting their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience — throughout major shifts in the markets — enables me to help my clients structure balanced portfolios to address their specific financial goals. I believe that to succeed in this complex world of investments, a financial advisor should always be seeking out new learning opportunities because this world is no longer a “buy and hold” world. As such, my ongoing commitment to diverse educational opportunities, allows me to hone my skills in identifying investment opportunities while, at the same time, help reduce some of the risks associated with investing. I have earned a Bachelor’s degree in Communications from The University of Maryland at College Park. Away from the office, I enjoy Scuba Diving, Skiing and riding Harley-Davidson Motorcycles. My wife, Bernadette and I live in Cherry Hill, New Jersey with our son, Benjamin. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. CA Insurance License # 0G23152

Experience

1. Managing Director

   Gladstone Wealth Partners

   Jan 2022 — Present · Mt. Laurel, NJ, US

Education

• University of Maryland College Park

  Bachelor of Arts (B.A.)

  1980 — 1984