Jeffrey
Kenyon

Gwn Securities Inc

CRD#4584442
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Jeffrey Kenyon is an advisor in Palm Beach Gardens, Florida. Currently an advisor at Gwn Securities Inc, they have accrued 10 years of practice as an investment advisor. Kenyon holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Kenyon is registered to serve clients in New Jersey. Their career trajectory has included roles at The Investment Center, Inc, Ic Advisory Services Inc and Gwn Securities Inc. Gwn Securities Inc is headquartered in Palm Beach Gardens, Florida. As a company, Gwn Securities Inc manages $2 billion in assets across 50,339 client accounts and retains more than 650 people. The firm's total assets under 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 investment decisions at their discretion. None of the firm's 50,339 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Gwn Securities Inc provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

Jeffrey Kenyon Work History

Jeffrey has 10 years of experience.

2014 - Present (8 years)

Gwn Securities Inc

2010 - 2014 (4 years)

The Investment Center, Inc

2010 - 2014 (4 years)

Ic Advisory Services Inc

Disclosures

Jeffrey Kenyon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Gwn Securities Inc

Loreen Haynes
Palm Beach Gardens, FL
Darren Moffitt
South Jordan, UT
Robert Morrissey
Palm Beach Gardens, FL
Sanford Warmund
Palm Beach Gardens, FL
Shannon Suarez
Palm Beach Gardens, FL
Lingan Deitrick
Iselin, NJ
John Paul Johnson
Palm Beach Gardens, FL
Maria Filindras
Manhattan Beach, CA

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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