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John A Malcolm

GWN Securities Inc.

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About John A Malcolm

John A. Malcolm is a financial advisor registered with GWN Securities Inc. located in Chatham, New Jersey. John has been in the industry since 1999 and holds Series 6, 7, and 63 licenses. John specializes in providing financial planning, market timing services, and portfolio management for both individuals and businesses. John is also a Certified Financial Planner.

Firm Information

John Malcolm 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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John Malcolm’s Registration & Firm History

NJ

10/23/2018 - Present

GWN Securities Inc. (CHATHAM NJ)

NJ

06/30/2008 - 11/17/2016

VALIC FINANCIAL ADVISORS, INC. (Berkeley Heights NJ)

IA

08/08/2006 - 06/20/2008

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

CA

11/20/2001 - 12/31/2005

PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)

MA

01/25/1995 - 11/09/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/25/1995 - 11/09/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/24/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John A Malcolm.
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