Jeremy Isaac Friedman
Investment Adviser Representative at Gladstone Wealth Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeremy Isaac Friedman is an investment adviser representative with Gladstone Wealth Partners in Omaha, NE, where they have been registered since 2022. They have worked in the securities industry since 2010 and have been registered with 3 firms, including Raymond James & Associates, Inc. and Wells Fargo Clearing Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Nebraska and Texas.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Nebraska, Texas
- Broker:
25 states and territories
Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Iowa, Kansas, Maryland, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Texas, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Advisors LLCJun 2010 – Nov 2016Omaha, NE
- Wells Fargo Clearing Services, LLCNov 2016 – Apr 2017Omaha, NE
- Raymond James & AssociatesApr 2017 – Jan 2022Omaha, NE
- LPL Financial LLCJan 2022 – no end date reportedOmaha, NE
- Gladstone Wealth PartnersJan 2022 – no end date reportedOmaha, NE
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Gladstone Wealth Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 99
- Offices listed on AdvisorFinder:
- 37
- Main office:
- Palm Beach Gardens, FL
- SEC file number:
- 801-101532
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Gladstone Wealth Partners
Showing 12 of 99 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeremy Isaac Friedman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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