Jason
Hurwitz
Gwn Securities Inc
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About this Advisor
Jason Hurwitz is a financial advisor operating in Palm Beach Gardens, Florida who has 5 years of industry experience. Hurwitz is on the advisory team at Gwn Securities Inc. Over the course of their career, they have held roles at Morgan Stanley, Overture Center Foundation, Inc and Gwn Securities, Inc. Hurwitz maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Gwn Securities Inc is a registered investment business operating out of Palm Beach Gardens, FL. It has offices in 25 locations and a total of 755 financial advisors. It has $3 billion in assets under management across its 58,177 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 58,177 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Financial advisory fee schedules depend on the services offered. However, fee types billed by Gwn Securities Inc most likely consist of some combination 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 Hurwitz Work History
Jason has been registered as a financial advisor for 5 years.*
Gwn Securities, Inc
Morgan Stanley
Overture Center Foundation, 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 Hurwitz 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
Owasso, OK
Owasso, OK
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Williamsport, PA
Palm Beach Gardens, FL
Wayne, PA
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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