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

06/18/2026

With IPO activity picking up and valuations reaching eye-catching levels, it’s worth taking a closer look at what’s driving the current market environment—and what may already be priced in. This quick read from Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, explores the risks and realities behind today’s IPO surge. If you have questions about how this could connect to your broader strategy, let’s talk.

https://bit.ly/4vZQL5u

06/16/2026

Last week, U.S. equities posted modest gains, overcoming early volatility tied to shifting rate expectations and geopolitical news. Treasury yields eased as lower energy prices helped temper inflation concerns, while mixed economic data kept investors cautious but selectively optimistic. For more insights, check out this week's market perspective.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s...
06/11/2026

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s talk.

https://bit.ly/4fEVhBj

06/08/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
06/05/2026

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 serve as good reminders to check in with your clients and make sure their life insurance protection and long-term strategy still matches the life they’re building.

06/02/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

06/01/2026

I highly recommend "Fair Shares", a new podcast where real women candidly discuss their personal financial challenges. In this second episode, two sisters-in-law are on very different career paths; one is a copywriter, the other is a gig-worker who wants to grow her jewelry business. Host Bola Sokunbi offers practical advice on how each could achieve long-term financial security.

Job changes bring new responsibilities, benefits, and opportunities. They’re also a great chance to ensure your financia...
05/29/2026

Job changes bring new responsibilities, benefits, and opportunities. They’re also a great chance to ensure your financial support systems reflect your needs, as well as the needs of your partner or chosen family. Let’s meet to review your priorities today.

Address

6 Corporate Drive
Shelton, CT
06484

Website

Alerts

Be the first to know and let us send you an email when Jon Gladstone posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jon Gladstone:

Shortcuts

Share

Category