James Ahern, financial advisor Chester NJ

James Ahern

CRD Number: 6822256
Current Firm: Gladstone Wealth Group

James Ahern (CRD# 6822256) is an Investment Advisor Representative working at Gladstone Wealth Group in Chester, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Gladstone Institutional Advisory Bedminster, NJ Jun 2019 - Current 1
Lpl Financial Melville, NY Jun 2019 - Current 1
Nassau County Police Department Mineola, NY Apr 2018 - Current 3
Merrill Lynch Melville, NY Jun 2017 - Apr 2018 < 1
Florida State University Tallahassee, FL Aug 2013 - May 2017 3
Allstate Lake Grove, NY May 2016 - Aug 2016 < 1
The Walt Disney Company New York, NY May 2016 - Aug 2016 < 1
Villa Sorrento St. James, NY Apr 2013 - Aug 2015 2
Smithtown High School East Smithtown, NY Sep 2009 - Aug 2013 3
Lowe's Companies Inc. Lake Grove, NY Apr 2013 - Apr 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for James J. Ahern
Phone Number: 908-719-1313
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    1,486
    MILLIONS
  • Total Number of Accounts
    5,422
    ACCOUNTS
  • Average Account Value
    $274,024
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, WI

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