Jade A. Clark

GLADSTONE SECURITIES

Mclean, VA 22102

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CRD#: 5516399

Professional summary

Jade Andrew Clark, who also goes by Jade Clark, is a registered financial professional currently at GLADSTONE SECURITIES, LLC located in Mclean, Virginia.

Jade is registered as a RR (Registered Representative) and started their career in finance in 2008. Jade has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jade Clark

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jade Andrew Clark's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 11, 2025 - Present

GLADSTONE SECURITIES, LLC

Office #1: 1521 Westbranch Drive Suite 100, Mclean, VA 22102

CRD#: 127808

Mclean, VA

Past

June 6, 2023 - May 7, 2025

PREFERRED CAPITAL SECURITIES, LLC

CRD#: 169719

ATLANTA, GA

Past

January 20, 2023 - May 26, 2023

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

CHICAGO, IL

Past

July 30, 2021 - January 13, 2023

GLADSTONE SECURITIES, LLC

CRD#: 127808

MCLEAN, VA

Past

May 19, 2015 - May 19, 2021

GRIFFIN CAPITAL SECURITIES, LLC

CRD#: 37739

Phoenix, AZ

Past

February 22, 2010 - May 1, 2015

WALTON SECURITIES, INC.

CRD#: 143763

SCOTTSDALE, AZ

Past

May 1, 2008 - December 5, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

TEMPE, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(7/11/2025)

Maryland
(7/11/2025)

New Jersey
(7/11/2025)

Virginia
(7/11/2025)

Exams

State Security Law Exam

Series 63

Date: 6/11/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/30/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

GLADSTONE SECURITIES, LLC

CIRCADIAN PARTNERS LLC | GLADSTONE SECURITIES, LLC

CRD#: 127808 / SEC#: , 8-66052

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

1521 Westbranch Drive Suite 100, Mclean, VA 22102

Mailing Address

1521 Westbranch Drive Suite 100, Mclean, VA 22102

Phone number

(703) 287-5900

Established

Connecticut since 04/07/2003

Firm type

Limited Liability Company

Fiscal year end

June

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
THE GLADSTONE COMPANIES, INC.	SHAREHOLDER
DELLAFIORA, JOHN ANTHONY JR	MEMBER, BOARD OF MANAGERS/MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER	5412022
GLADSTONE, DAVID JOHN	MEMBER, BOARD OF MANAGERS	4578897
KENT, RICHARD JOHN	MEMBER, BOARD OF MANAGERS/MANAGING PRINCIPAL	3258231
LICALSI, MICHAEL BERNARD	MEMBER, BOARD OF MANAGERS/MANAGING PRINCIPAL/CHIEF LEGAL OFFICER/SECRETARY	2578298
MARRONE, MICHAEL THOMAS	FINANCIAL AND OPERATIONS PRINCIPAL	4859949

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jade A. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jade Andrew Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREFERRED CAPITAL SECURITIES, LLC

ARETE WEALTH MANAGEMENT, LLC

GLADSTONE SECURITIES, LLC

GRIFFIN CAPITAL SECURITIES, LLC

WALTON SECURITIES, INC.

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/11/2008

SIE

Date: 10/1/2018

Series 7

Date: 4/30/2008

FINRA

Current Firm

GLADSTONE SECURITIES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

GLADSTONE SECURITIES, LLC

TRUST BUT VERIFY

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