James Earl Taylor
Investment adviser representative at Gladstone Wealth Partners
12 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
12 years in the industry.
- Gladstone Wealth PartnersJun 2026 to now
- Aurora Wealth AdvisorsNov 2025 to now
- Remote Link SolutionsJun 2022 to Nov 2025
- Round Table PizzaNov 2020 to Jun 2022
- Amazon FreshMay 2020 to Aug 2020
- San Diego State UniversityAug 2018 to May 2022
- Villa Park High SchoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7602179
- Firm CRD
- 250787