Unclaimed
Jason Hurwitz is an investment advisor representative with GWN Securities Inc. located in PALM BEACH GARDENS, FL. Jason has been in the securities industry since May 19, 2015. Jason holds Series 66, SIE, and Series 7 licenses and is registered in Maryland, New York, Pennsylvania, and South Carolina. In addition to being registered as a Broker-Dealer, Jason is also registered as an Investment Advisor in Pennsylvania. Jason is an experienced financial professional who specializes in providing financial planning, market timing services, and selection of other advisors. Jason is also a financial advisor with Fig Marketing.
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
03/21/2018 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
PA
05/19/2015 - 03/19/2018
MORGAN STANLEY (WILLIAMSPORT PA)
BOTH
Issued 06/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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