Jason
Jin

Gwn Securities Inc

CRD#6902226
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Jason Jin is a financial advisor operating in Palm Beach Gardens, Florida with 1 year of industry experience. Jin is an employee of Gwn Securities Inc. Throughout their career, Jin has worked at Quartz Logistics, Inc, Axa-Advisors, LLC, Equitable Advisors, LLC and Gwn Securities Inc. Jin maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Gwn Securities Inc is a registered investment firm operating out of Palm Beach Gardens, FL. The investment advisory business has offices in 25 locations and a total of 755 people on staff. It controls $3 billion in assets among its 58,177 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 58,177 accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in 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 charged by financial advisors usually depend on which service is provided. Fee types charged by Gwn Securities Inc can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Jason Jin Work History

Jason has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Gwn Securities Inc

2018 - 2020 (2 years)

Axa-Advisors, LLC

2018 - 2021 (3 years)

Equitable Advisors, LLC

2017 - 2017 (< 1 year)

Quartz Logistics, Inc

*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 Jason Jin 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

Zachary Hawley
Owasso, OK
Gary Oconnor
Palm Beach Gardens, FL
Kerry Hawver
Palm Beach Gardens, FL
Paul Mckee
Palm Beach Gardens, FL
David Karl
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Lingan Deitrick
Iselin, NJ
Sergey Lyubyatinskiy
Los Angeles, CA

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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