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James Edward Bartley

GWN Securities Inc.

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About James Edward Bartley

James Edward Bartley is a registered representative with GWN Securities Inc. James has been in the securities industry since 1997. James has a Series 6, Series 63 and SIE licenses and is registered in Georgia, Illinois and Indiana. James previously worked at Lincoln Investment, Legend Equities Corporation and CFD Investments, Inc. James is a financial advisor and has over 20 years of experience.

Firm Information

James Bartley 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 Bartley’s Registration & Firm History

IN

03/10/2017 - Present

GWN Securities Inc. (FORT WAYNE IN)

IN

01/03/2017 - 03/10/2017

LINCOLN INVESTMENT (Fort Wayne IN)

IN

11/29/2013 - 01/03/2017

LEGEND EQUITIES CORPORATION (Fort Wayne IN)

IN

11/20/2002 - 12/02/2013

CFD INVESTMENTS, INC. (FORT WAYNE IN)

AL

10/17/1997 - 11/15/2002

PROEQUITIES, INC. (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 12/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Edward Bartley. Review regulatory record here.
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