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James Patrick Oneil

GWN Securities Inc.

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About James Patrick Oneil

James Patrick Oneil is a registered representative with GWN Securities Inc. James has been in the financial industry since 2009. James is also an Investment Advisor Representative registered with the state of Florida. Prior to joining GWN Securities Inc. James worked at HD Vest Investment Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James specializes in providing financial advice and investment management services for high-net-worth individuals and corporations. James holds Series 7 and 66 licenses. James is also a licensed Florida Health, Life, and Variable Annuity Insurance Agent. James is a member of the Rotary Club of Wellington.

Firm Information

James Oneil 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 Oneil’s Registration & Firm History

FL

03/04/2019 - Present

GWN Securities Inc. (LAKE WORTH FL)

FL

07/25/2016 - 03/01/2019

HD VEST INVESTMENT SERVICES (Lake Worth FL)

FL

11/09/2011 - 01/08/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOYNTON BEACH FL)

FL

10/01/2008 - 11/10/2011

H.D. VEST INVESTMENT SERVICES (WELLINGTON FL)

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Licenses & Designations

BOTH

Issued 10/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Patrick Oneil. Review regulatory record here.
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