Justin
Heaslip

Gwn Securities Inc

CRD#6468983
Investment Advisor
in Iselin, NJ

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About this Advisor

Justin Heaslip is a financial advisor based in Iselin, New Jersey who has 4 years of relevant experience. Heaslip is an employee of Gwn Securities Inc. Heaslip has gained experience at Legalshield, Valic Financial Advisors, Inc and Royal Alliance. Heaslip maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can operate in New Jersey. Gwn Securities Inc is an advisory firm based out of Palm Beach Gardens, FL. The investment advisory business has offices in 25 locations and a total of 755 financial advisors. It administers $3 billion in assets across its 58,177 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 58,177 accounts, just 4% are associated with high-net-worth investors who have more than $1 million in investable assets. The business provides a broad assortment 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 type of services provided. However, fee types billed by Gwn Securities Inc likely are comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

517 Rt 1 South Suite 4100
Iselin, NJ 08830

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$2,838,916,178

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

755

NJ Average: 62
Total Number of Accounts

58,177

NJ Average: 2,474
Average Account Size

$48,798

NJ Average: $750,025

Investment Advisory Services

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

Justin Heaslip Work History

Justin has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Valic Financial Advisors, Inc

2015 - 2018 (3 years)

Royal Alliance

2013 - 2015 (2 years)

Legalshield

*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 Justin Heaslip 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

Michael Stone
Palmetto Bay, FL
Roy Weiss
Williamsport, PA
Gregory Branch
Palm Beach Gardens, FL
Gary Oconnor
Palm Beach Gardens, FL
David Karl
Palm Beach Gardens, FL
Randall Richter
Palm Beach Gardens, FL
Paul Mckee
Palm Beach Gardens, FL
Christopher Mcmanus
Palm Beach Gardens, FL

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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