Jon Gladstone

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 prac

tice 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

07/17/2026

Markets rallied in Q2 as AI momentum returned, investor confidence improved, and the economy remained resilient. Curious what drove the rebound and what key trends may be worth watching now? Check out our latest Quarterly Update for key takeaways from the quarter.

Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps cut through the headline...
07/15/2026

Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps cut through the headlines and explores the economic and market forces shaping today's investment environment.

Click here to register: https://bit.ly/4fCPYSo

07/14/2026

US equities posted a second straight week of gains, led by a rebound in technology and semiconductor stocks and strength in energy shares. Treasury yields moved higher as rising oil prices renewed inflation concerns. Oil prices were volatile, initially falling on Saudi Arabia’s price cuts before surging amid escalating US-Iran tensions. Learn more with this week’s market perspective.

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize...
07/13/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

We work hard to provide for the people we care about most. Life insurance is more than a policy—it’s a promise that your...
07/13/2026

We work hard to provide for the people we care about most. Life insurance is more than a policy—it’s a promise that your loved ones will be protected, no matter what tomorrow brings. Let’s work together to ensure you have the coverage you need.

Let’s talk about how an annuity can provide an additional source of guaranteed income to help secure your retirement. ht...
07/10/2026

Let’s talk about how an annuity can provide an additional source of guaranteed income to help secure your retirement. https://bit.ly/44UH8t3.

07/09/2026

Click to see long-term care costs by state and care type, and find out how your area compares to the rest of the nation: http:/ltccostsmmdba.hvsfinancial.com

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and the tax adv...
07/06/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and the tax advantages of whole life can help protect and grow your assets.

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest ...
07/06/2026

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest of the year. Let’s connect.

Let freedom ring! Happy Independence Day to all my fellow Americans.
07/04/2026

Let freedom ring! Happy Independence Day to all my fellow Americans.

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6 Corporate Drive
Shelton, CT
06484

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