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Jacob Jeremiah Copley

GWN Securities Inc.

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About Jacob Jeremiah Copley

Jacob Jeremiah Copley is a financial professional with over 3 years of experience in the industry. Jacob is currently registered as a Registered Representative with GWN Securities Inc. Jacob has experience providing financial planning and portfolio management services to individuals and corporations. Jacob also has experience selling fixed and indexed insurance products. Jacob holds the Series 7, 66, and 24 licenses and has been registered with the state of Arizona, California, Kentucky, and Texas. Prior to joining GWN Securities Inc., Jacob worked as a Financial Consultant with Equitable Advisors, LLC. Jacob is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Jacob Copley is currently registered with GWN Securities Inc.. GWN Securities Inc., formed in May 1999, is a Florida-based corporation offering a range of investment advisory services to individuals, corporations, and high-net-worth clients. The firm manages over $3 billion in assets, serving over 32,000 clients across the United States. GWN Securities specializes in financial planning, market timing services, and portfolio management for individuals and corporations.
GWN Securities Inc.

11440 NORTH JOG ROAD

PALM BEACH GARDENS, FL 33418-3764

$3.08B

Assets Under Management

88

Total Clients

583

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

In lieu of hourly fee, ia can charge a flat fee

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Jacob Copley’s Registration & Firm History

FL

03/15/2022 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

CA

05/04/2020 - 06/28/2021

EQUITABLE ADVISORS, LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 05/26/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2023

Series 24 - General Securities Principal Examination

BC

Issued 05/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/03/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Jeremiah Copley.
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