Jerry Haynes
Jerry Haynes is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 31 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
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
Get directionsHistory
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 an independent contractor for Virginia Retirement Specialists Inc and owns H&H Services, an insurance business separate from his investment planning services, where he contacts potential clients about life and supplemental insurance. He also owns H&H Services, rentals, and H&H Literary Services, dedicating a few hours per week to each.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Foresters Equity Services, INC.Broker
Interactive Financial Advisors
Great American Advisors, INC.Broker
Pmg Asset Management INC
Pmg Securities Corporation
Pmg Asset Management INC
Pmg Securities CorporationBroker
Washington Square Securities, INC.Broker
Aragon Financial Services, INC.Broker
PFS Investments INC.Broker
State Registrations2 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.