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Jerrold Eliason Beck

GWN Securities Inc.

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About Jerrold Eliason Beck

Jerrold Eliason Beck is an active investment advisor representative with GWN Securities Inc., based in Lancaster, PA. Jerrold has been in the industry since 2002 and holds a variety of licenses, including Series 6, 7, 63, and 65. He is registered in multiple states and offers financial planning, market timing services, and portfolio management for individuals. In addition to his investment advisory work, Jerrold also offers various insurance products through a separate business.

Firm Information

Jerrold Beck 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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Jerrold Beck’s Registration & Firm History

PA

03/30/2011 - Present

GWN Securities Inc. (LANCASTER PA)

KS

11/08/2004 - 10/11/2005

WADDELL & REED, INC. (OVERLAND PARK KS)

IL

04/16/2002 - 11/02/2004

HORACE MANN INVESTORS INC (SPRINGFIELD IL)

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Licenses & Designations

IA

Issued 09/11/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/15/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerrold Eliason Beck.
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