Jerry
Adzima

Gwn Securities Inc

CRD#1660761
Investment Advisor
in Chesterfield, MO

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About this Advisor

Jerry Adzima is a financial advisor based in Chesterfield, Missouri, working with Gwn Securities Inc. Jerry has previously held a position at Gwn Securities Inc. Jerry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Jerry is part of Gwn Securities Inc, which operates out of Chesterfield, Missouri. 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 63, Series 65

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

Chesterfield, MO

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$3,079,617,915

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

755

MO Average: 62
Total Number of Accounts

62,656

MO Average: 2,474
Average Account Size

$49,151

MO Average: $750,025

Investment Advisory Services

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

Jerry Adzima Work History

2009 - Present (15 years)

Gwn Securities Inc

Disclosures

Please visit the SEC profile of Jerry Adzima 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

Jennifer Baron
Palm Beach Gardens, FL
James Zerweck
Palm Beach Gardens, FL
Victor Vera Arias
Palm Beach Gardens, FL
Brian Lacrosse
Palm Beach Gardens, FL
Trace Horevitz
Palm Beach Gardens, FL
Artin Muradyan
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Mark Schindler
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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