John
Bannan

Gwn Securities Inc

CRD#1108553
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

John Bannan is a financial advisor operating out of Palm Beach Gardens, Florida with a total of 7 years of relevant experience. Bannan is currently employed by Gwn Securities Inc. Their career trajectory has included roles at Clark Dodge Asset Mgmt, Clark Dodge & Co, Aegis Capital Corp and Gwn Securities, Inc. Bannan has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey. Gwn Securities Inc is a registered investment business based out of Palm Beach Gardens, FL. The investment advisory business has offices in 25 locations and a total of 755 people on staff. It administers $3 billion in assets across its 58,177 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 58,177 client accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Gwn Securities Inc most likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

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

$2,838,916,178

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

755

FL Average: 62
Total Number of Accounts

58,177

FL Average: 2,474
Average Account Size

$48,798

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

John Bannan Work History

John has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Gwn Securities, Inc

2015 - 2016 (1 year)

Aegis Capital Corp

2013 - 2016 (3 years)

Clark Dodge Asset Mgmt

2013 - 2015 (2 years)

Clark Dodge & Co

*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 John Bannan 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

John Bannan
Palm Beach Gardens, FL
Kerry Hawver
Palm Beach Gardens, FL
Joshua Miller
Wayne, PA
Lingan Deitrick
Iselin, NJ
David Karl
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Simona Taurosevicius
Palm Beach Gardens, FL
Bryan Merillat
Chelsea, MI

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

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