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 practice 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

If you had 5+ extra years to fund, what would you want them to look like? A quick review can help connect today’s choice...
10/08/2026

If you had 5+ extra years to fund, what would you want them to look like? A quick review can help connect today’s choices to your long-term goals. Let's connect.

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/4Bb7czgWant to talk it through? Let’s conn...
10/08/2026

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/4Bb7czg

Want to talk it through? Let’s connect.

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense o...
10/07/2026

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense of key drivers behind recent trends and their potential implications for investors. Register now: https://bit.ly/4zokUx4

10/05/2026

Last week, stocks were mixed as technology gains offset broader weakness tied to rising interest rates. Treasury yields remained volatile, while softer labor and consumer confidence data reinforced expectations of slowing growth. For more key learnings, give our weekly market perspective a read.

10/05/2026

With your choice of Income Guarantee Features to meet your unique focus, you can plan for retirement successfully, with your financial goals in mind.

Let's find the right solution to help you reach your financial goals.

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-ter...
10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

If you’re building something of your own, let’s review a few planning basics that can help support both your business an...
10/02/2026

If you’re building something of your own, let’s review a few planning basics that can help support both your business and personal goals.

09/29/2026

U.S. markets moved higher last week as an AI-driven technology rally and lower oil prices outweighed a midweek bond selloff. The S&P 500 gained 1.2%, while rising Treasury yields reflected strong economic data and expectations for additional Fed rate hikes. Dive into this week’s market perspective for more analysis and key takeaways.

Protect your business and shape your future. I can help.
09/28/2026

Protect your business and shape your future. I can help.

Many of life's biggest financial decisions extend beyond picking investments. They often involve navigating uncertainty,...
09/25/2026

Many of life's biggest financial decisions extend beyond picking investments. They often involve navigating uncertainty, weighing trade-offs, and staying focused on long-term goals. In this thought-provoking piece, Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, explores why guidance and perspective can be just as valuable as knowledge. Check it out.

Like the harbor pilots that guide colossal ships into port, financial advisors can help with navigating tricky financial waters.

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6 Corporate Drive
Shelton, CT
06484

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