Jared
Kelly
Gwn Securities Inc
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About this Advisor
Jared Kelly is a financial advisor based in Palm Beach Gardens, Florida, working with Gwn Securities Inc. Jared has previously held positions at Axa Advisors, LLC and Gwn Securities Inc. Jared has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jared is part of Gwn Securities Inc, which operates out of Palm Beach Gardens, Florida. The firm has 25 offices and 755 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. The fee structure at Gwn Securities Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$3,079,617,915
755
62,656
$49,151
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Market timing services
Jared Kelly Work History
Gwn Securities Inc
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of Jared Kelly 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
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Iselin, NJ
Palm Beach Gardens, FL
Fort Worth, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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