Unclaimed
Jared Brown is an investment advisor representative with GWN Securities Inc. Jared is registered in 14 states and has been in the securities industry since 2004. Jared is also a licensed independent insurance agent. Jared holds the Series 6, 7, 26, 51, and 63 securities licenses as well as the Series 65 investment advisor license. Jared focuses on providing financial planning and portfolio management services for both individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
07/06/2020 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
NJ
03/25/2017 - 07/02/2020
MML INVESTORS SERVICES, LLC (PRINCETON NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PRINCETON NJ)
NJ
12/02/2009 - 01/02/2015
NEW ENGLAND SECURITIES (PRINCETON NJ)
NJ
01/08/2004 - 10/28/2009
FIRST INVESTORS CORPORATION (WOODBRIDGE NJ)
IA
Issued 03/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/19/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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