Jon Gladstone

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Jon Gladstone Since entering a career in financial services industry in 1996, Jon has experienced a variety of economic and investment environments. Tel: 203-513-6000.

His understanding of the drivers of investment performance and risk management is the foundation of his approach to developing strategies to help his clients address short-term challenges and meet their long-term goals. Jon leverages his knowledge and experience to create retirement income strategies and comprehensive financial solutions for a select group of individuals. A cornerstone of his practice is working with clients to create wealth preservation and estate conservation solutions that help minimize taxes and ensure a lasting legacy. Specialties: - CERTIFIED FINANCIAL PLANNER Professional CFP®
- Accredited Estate Planner™ (AEP®)
- Series 7 registration (General Securities Representative)
- Series 24 (General Securities Principal)
- Certified Life Underwriter, CLU
- Certified in Long Term Care, CLTC
- Certified Instructor CE Credits in Connecticut
- Certified Financial Consultant ChFC
- Special Needs Financial Planner

I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC., Members SIPC (www.SIPC.org). Supervisory address: 6 Corporate Drive, Shelton, CT 06484. Domiciled in CT; CA Insurance Lic

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for plannin...
10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

Three things for an employee to look at if your ESOP company is sold:1️⃣ What does this mean for you financially? It’s i...
10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4BmMT1NReady to start b...
10/22/2026

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4BmMT1N

Ready to start building your plan? Reach out today.

Looking for more information about Gladstone Wealth Strategies Division?Our website is a great place to get to know who ...
10/21/2026

Looking for more information about Gladstone Wealth Strategies Division?

Our website is a great place to get to know who we are, discover the services we offer, and find helpful financial resources and insights. Take some time to browse and see what Gladstone Wealth Strategies Division has to offer.

Explore the website today: www.gladstonewealthstrategiesdivision.com

CRN202908-11883680

10/19/2026

Last week, stocks fell as technology and AI-related weakness outweighed resilience in defensive sectors. Treasury yields declined amid demand for safety, while persistent inflation and strong consumer spending added uncertainty around interest rates. Learn more about the market forces driving recent performance in this week’s perspective.

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverag...
10/19/2026

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverage and guaranteed cash value. It’s a way to stay protected while building flexibility for the future, even when markets are unpredictable. If you’re thinking about long‑term security, this is a conversation worth having. Let’s connect.

Many business owners spend years building value without knowing what their business may be worth today. Understanding th...
10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
10/15/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these are a good reminder to check in and make sure your life insurance protection and long-term strategy still match the life you’re building. When was the last time you did a financial check‑in? Let’s connect.

10/13/2026

Trust-driven. Future-focused. ​

Build a legacy withJon Gladstone that lasts for generations. ​

Learn more at https://bit.ly/4et93p6

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

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6 Corporate Drive
Shelton, CT
06484

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