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Jason Graber

GWN Securities Inc.

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About Jason Graber

Jason Graber is a financial professional who is registered as an Investment Advisor Representative with GWN Securities Inc. Jason has been active in the industry since 2022 and is licensed in Colorado. Jason holds Series 63, 65 and 6TO licenses. Jason has a deep understanding of financial planning and portfolio management and is dedicated to helping clients reach their financial goals. GWN Securities Inc. is an investment firm with over 750 employees and is headquartered in Palm Beach Gardens, FL. GWN Securities Inc. specializes in providing financial planning, portfolio management, and market timing services to individual investors and businesses.

Firm Information

Jason Graber 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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Jason Graber’s Registration & Firm History

CO

05/25/2022 - Present

GWN Securities Inc. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 05/11/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Graber.
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