Joshua Tyler Swanson
Investment adviser representative at Gladstone Wealth Partners
22 yearsExperience
2 statesRegistered 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
22 years in the industry.
- Gladstone Wealth PartnersMay 2025 to now
- LPL Financial LLCMay 2025 to now
- Private Client ServicesNov 2023 to May 2025
- Saxony Securities Inc.Feb 2023 to Nov 2023
- Plan Group FinancialOct 2021 to May 2025
- UnemployedMar 2021 to Oct 2021
- Mma SecuritiesFeb 2021 to Mar 2021
- Mma AgencyFeb 2019 to Mar 2021
- Umb BankDec 2016 to Feb 2019
- The Baker GroupMay 2004 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 4798174
- Firm CRD
- 250787