Christian
Ardon

Gwn Securities Inc

CRD#7222209
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Christian Ardon is a financial advisor who works in Palm Beach Gardens, Florida with 2 years of industry experience. Ardon is on the advisory team at Gwn Securities Inc. Over the course of their career, Ardon has held roles at Verdugo Hills High School, California State University, Los Angeles, Ameriflight, Costco, Axa Advisors LLC, Equitable Advisors, LLC and Gwn Securities, Inc. Ardon maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Gwn Securities Inc is a business operating out of Palm Beach Gardens, FL. The firm has offices in 25 locations and a total of 755 employees. It oversees $3 billion in total assets between its 58,177 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 58,177 accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Fees for financial advice usually vary depending on which services the firm provides the client. However, fees billed by Gwn Securities Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Market timing services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11440 North Jog Road
Palm Beach Gardens, FL 33418-3764

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$2,838,916,178

FL Average: $1,855,561,029
Total Number of Employees

755

FL Average: 62
Total Number of Accounts

58,177

FL Average: 2,474
Average Account Size

$48,798

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Market timing services

Christian Ardon Work History

Christian has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Gwn Securities, Inc

2020 - 2020 (< 1 year)

Axa Advisors LLC

2020 - 2021 (1 year)

Equitable Advisors, LLC

2015 - 2020 (5 years)

Costco

2013 - 2018 (5 years)

California State University, Los Angeles

2013 - 2015 (2 years)

Ameriflight

2009 - 2013 (4 years)

Verdugo Hills High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christian Ardon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gwn Securities Inc

Christopher Mcmanus
Palm Beach Gardens, FL
Randall Richter
Palm Beach Gardens, FL
Justin Heaslip
Iselin, NJ
Joshua Miller
Wayne, PA
Gary Oconnor
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Lingan Deitrick
Iselin, NJ
Simona Taurosevicius
Palm Beach Gardens, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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