Jerry Adzima
Jerry Adzima is a registered investment advisor at Gwn Securities INC., based in Chesterfield, MO, with 36 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
Chesterfield, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerry is a licensed insurance agent selling life insurance, annuities, and long-term care insurance since 2006. He also sells Medicare supplements and advantage plans, supports the St. Louis County Police, is a financial professional with Reliant Financial Services (full-time), and educates on government and politics with the St. Louis Pachyderm Club.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Lincoln Investment Planning, INC
Lincoln InvestmentBroker
Planmember Securities CorporationBroker
Gwn Securities INC.Broker
Pmg Securities CorporationBroker
Investors Brokerage Services, INC.Broker
Washington Square Securities, INC.Broker
Pnmr Securities, INC.Broker
State Registrations4 states
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.