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James Bradford Edleman

GWN Securities Inc.

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About James Bradford Edleman

James Edleman is a financial advisor with GWN Securities Inc., located in Palm Beach Gardens, FL. James has been in the financial services industry since 2005 and is registered in several states, including California, Arizona, Indiana, Pennsylvania, Texas, and Washington. James holds the Series 7 and Series 66 securities licenses, as well as the SIE exam. James provides a range of financial advisory services, including financial planning, portfolio management, and market timing services. James has experience working with individuals, high-net-worth individuals, and businesses. James is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

James Edleman 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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James Edleman’s Registration & Firm History

FL

03/28/2014 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

CA

04/09/2012 - 04/03/2014

ONEAMERICA SECURITIES, INC. (NEWPORT BEACH CA)

CA

03/01/2006 - 04/18/2012

AXA ADVISORS, LLC (IRVINE CA)

CA

02/11/2005 - 09/22/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 02/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Bradford Edleman.
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