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Jomar F
Series 63, Series 66
Red Bank, NJ
Gladstone Wealth Partners
Jomar Fernandez is a financial advisor at Gladstone Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Gladstone Wealth Partners and LPL Financial since 2016, with prior experience at PNC Investments from 2011 to 2016. Fernandez is also involved in providing investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and financial planning, utilizing diverse investment approaches including individual securities, mutual funds, alternative investments, and model portfolios.
Daniel C
Series 63, Series 66
Red Bank, NJ
Gladstone Wealth Partners
Daniel Cavise is a financial advisor with Gladstone Wealth Partners in Red Bank, NJ, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2016. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with a notable emphasis on integrating retirement-plan services and institutional manager relationships.
Michael P
Series 63
Red Bank, NJ
Gladstone Wealth Partners
Michael Palace is a financial advisor with Gladstone Wealth Partners in Red Bank, NJ, holding a Series 63 designation and 36 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2015. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to a range of investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.
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