Jason Jin
Jason Jin is a registered investment advisor at Gwn Securities INC., based in Brea, CA, with 6 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
Brea, CA
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Regulatory History (1)
Employment Separation After Allegations
June 2021Other Business ActivitiesSells Insurance
Jason works as a financial consultant selling fixed life insurance and fixed annuity products, dedicating about a quarter of his time to this activity. He also works as a financial professional under the DBA LA Pension Planners, dedicating full-time hours to this role.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations22 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.