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Jonathan David Stevens

GWN Securities Inc.

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About Jonathan David Stevens

Jonathan David Stevens is a financial advisor with over 17 years of experience in the financial services industry. Jonathan is currently registered with GWN Securities Inc. in Pennsylvania, Florida and 12 other states. Jonathan is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative (Series 7). Jonathan has a strong background in providing financial advice to both individuals and corporations. Jonathan is also a licensed life insurance agent and has a deep understanding of the insurance market.

Firm Information

Jonathan Stevens 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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Jonathan Stevens’s Registration & Firm History

FL

03/20/2008 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

PA

04/19/2007 - 01/04/2008

NFP SECURITIES, INC. (PITTSBURGH PA)

PA

03/23/2005 - 03/12/2007

RAYMOND JAMES & ASSOCIATES, INC. (SHARON PA)

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Licenses & Designations

BOTH

Issued 06/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan David Stevens.
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