Jason
Hurwitz

Gwn Securities Inc

CRD#6479179
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Jason Hurwitz is a financial advisor based in Palm Beach Gardens, Florida. Currently a registered advisor at Gwn Securities Inc, Hurwitz has 10 years of professional experience in the financial advisory industry. Hurwitz has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Hurwitz is registered to operate based out of Pennsylvania. During their career, the advisor has held roles at Morgan Stanley, Overture Center Foundation, Inc, University Of Cincinnati and Cirque Productions. Gwn Securities Inc is headquartered in Palm Beach Gardens, Florida. In total, Gwn Securities Inc manages $2 billion in assets covering 50,339 accounts and retains more than 650 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 50,339 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Gwn Securities Inc can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

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

$2,286,554,088

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

650

FL Average: 62
Total Number of Accounts

50,339

FL Average: 2,474
Average Account Size

$45,423

FL Average: $750,025

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Investment Advisory Services

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

Jason Hurwitz Work History

Jason has 10 years of experience.

2015 - 2018 (3 years)

Morgan Stanley

2012 - 2015 (3 years)

Overture Center Foundation, Inc

2010 - 2012 (2 years)

University Of Cincinnati

2010 - 2010 (< 1 year)

Cirque Productions

Disclosures

Jason Hurwitz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Gwn Securities Inc

Daniel Otto
Palm Beach Gardens, FL
Laurie Allen-Raymond
Palm Beach Gardens, FL
Tyler Ferguson
Palm Beach Gardens, FL
Mark Trawick
Macon, GA
Jack Miceli
Chelsea, MI
Jason Hurwitz
Palm Beach Gardens, FL
Angel Simpson
Orlando, FL
Robert Morrissey
Palm Beach Gardens, FL

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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