Jason Hurwitz
Jason Hurwitz is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 10 years of industry experience. Jason 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
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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
Jason is a musician and owner of Williamsport Wedding Music, spending minimal time per week on it. He also sells life insurance, long-term care insurance, and annuities through FIG Marketing, dedicating about a quarter of his time to this. Jason is also involved in several other activities, including serving as president of a social club, a guest speaker, a board trustee for the Williamsport Symphony Orchestra, and owning a building where his business is located.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations4 states
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