Jared
Kelly

Gwn Securities Inc

CRD#6063299
Investment Advisor
in Palm Beach Gardens, FL

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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

Series 66

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

$3,079,617,915

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

755

FL Average: 62
Total Number of Accounts

62,656

FL Average: 2,474
Average Account Size

$49,151

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

Jared Kelly Work History

2014 - Present (10 years)

Gwn Securities Inc

2012 - 2014 (2 years)

Axa Advisors, LLC

Created with Highcharts 6.0.7

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

Trace Horevitz
Palm Beach Gardens, FL
James Zerweck
Palm Beach Gardens, FL
Victor Vera Arias
Palm Beach Gardens, FL
Brian Lacrosse
Palm Beach Gardens, FL
Timothy Howell
Palm Beach Gardens, FL
Jonah Simenauer
Palm Beach Gardens, FL
Joshua Mccutcheon
Fort Worth, TX
Cole Finley
Palm Beach Gardens, FL

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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