William Jay Peacock
Investment adviser representative at Gladstone Wealth Partners
14 yearsExperience
1 stateRegistered in
$5.7BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Gladstone Wealth PartnersJun 2026 to now
- LPL Financial LLCJun 2026 to now
- Ameriprise Financial Services, LLCSep 2023 to Jun 2026
- LPL Financial LLCJul 2018 to Sep 2023
- Raymond James Financial Services Advisors Inc.Dec 2013 to Jul 2018
- Raymond James Financial Services, Inc.Aug 2013 to Jul 2018
- The Peacock Group Inc.Jun 2013 to Sep 2023
- B&k Properties, LLCDec 2012 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Gladstone Wealth Partners
Legal name: Gladstone Institutional Advisory LLC
$5.7BAssets managed
8,385Clients
103Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3178354
- Firm CRD
- 250787