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

As more Americans reach retirement age, the need for retirement income planning continues to grow. Start the conversatio...
09/07/2026

As more Americans reach retirement age, the need for retirement income planning continues to grow. Start the conversation early to help clients prepare for a confident transition into retirement. Let's connect.

Happy Labor Day! Hope everyone has a nice and relaxing weekend.
09/07/2026

Happy Labor Day! Hope everyone has a nice and relaxing weekend.

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particula...
09/03/2026

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particularly in volatile markets. Let’s talk about the role
retirement income has in your portfolio.

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

Education opens doors to a better future. Schedule a conversation to help make sure your family’s tuition, college, and ...
08/31/2026

Education opens doors to a better future.

Schedule a conversation to help make sure your family’s tuition, college, and career dreams stay supported.

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

Let’s connect to make sure your goals are at the forefront of your financial plan. I’m here to help you map out next ste...
08/20/2026

Let’s connect to make sure your goals are at the forefront of your financial plan. I’m here to help you map out next steps that make sense for you.

08/17/2026

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

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6 Corporate Drive
Shelton, CT
06484

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