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Robert Jersey

Gw Asset Management LLC
31 Years of Experience
Naperville, IL
1 DisclosureBroker
View SEC Summary
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Robert Jersey is a registered investment advisor at Gw Asset Management LLC, based in Naperville, IL, with 31 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management.

Gw Asset Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.10%
$3.0M - $6.0M1.00%
$6.0M - $10.0M0.85%
$10.0M - $20.0M0.75%
$20M+0.65%

Fees are negotiable based on anticipated future earning capacity, additional assets, account composition, and related accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1250 East Diehl Road,, Suite 115, Naperville, IL, 60563

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2013
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Gw Asset Management LLC
July 2026 - Present · 3 mos
Gar Wood Securities, LLC
February 2006 - Present · 20 yrs 8 mos
Gar Wood Securities, LLCBroker
February 2006 - Present · 20 yrs 8 mos
Previous Registrations
Spike Financial Services, LLCBroker
August 2005 - June 2006 · 10 mos
Horwitz & Associates, INC.Broker
November 2004 - August 2005 · 9 mos
Preferredtrade, INC.Broker
February 2004 - June 2004 · 4 mos
Abn Amro IncorporatedBroker
January 1998 - October 2003 · 5 yrs 9 mos
Montgomery SecuritiesBroker
October 1995 - January 1997 · 1 yr 3 mos
The Chicago CorporationBroker
April 1993 - October 1995 · 2 yrs 6 mos
State Registrations3 states
ILNVWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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