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Jeffrey Lee Emoto

GWN Securities Inc.

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About Jeffrey Lee Emoto

Jeffrey Lee Emoto is a securities professional with over 30 years of experience in the financial industry. Jeffrey is currently registered with GWN Securities Inc. in Honolulu, HI. Prior to joining GWN Securities Inc., Jeffrey was registered with RAYMOND JAMES FINANCIAL SERVICES, INC. in Hanapepe, HI and SOARES FINANCIAL GROUP, INC. in Honolulu, HI. Jeffrey holds Series 63, SIE, and Series 7 licenses. Jeffrey specializes in providing financial planning, market timing services, and portfolio management for both individuals and businesses.

Firm Information

Jeffrey Emoto 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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Jeffrey Emoto’s Registration & Firm History

HI

02/28/2007 - Present

GWN Securities Inc. (HONOLULU HI)

HI

08/24/1993 - 02/05/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (HANAPEPE HI)

NA

11/20/1985 - 07/20/1993

SOARES FINANCIAL GROUP, INC.

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Licenses & Designations

BC

Issued 03/01/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Lee Emoto. Review regulatory record here.
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