Jason
Jorgenson
Gwn Securities Inc
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About this Advisor
Jason Jorgenson is a financial advisor who works in Colorado Springs, Colorado who has 4 years of relevant experience. Jorgenson is an advisor for Gwn Securities Inc. The advisor has gained experience at Harrison School District #2, Fox Meadow Middle School, Rock Solid Wealth Management, Capital Choice Financial Services, Ameritas Investment Corp, Aspen Mark Wealth Management and Gwn Securities, Inc. Jorgenson maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado. Gwn Securities Inc is an advisory company 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 oversees $3 billion in total assets across its 58,177 accounts, placing it among the largest firms in the United States by assets under management. Of its 58,177 accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Gwn Securities Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Fees for financial management vary depending on the services offered. Fee types billed by Gwn Securities Inc can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$2,838,916,178
755
58,177
$48,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Market timing services
Jason Jorgenson Work History
Jason has been registered as a financial advisor for 4 years.*
Aspen Mark Wealth Management
Gwn Securities, Inc
Ameritas Investment Corp
Rock Solid Wealth Management
Capital Choice Financial Services
Harrison School District #2, Fox Meadow Middle 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 Jason Jorgenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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