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Julie Ann Jones

GWN Securities Inc.

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About Julie Ann Jones

Julie Ann Jones is a registered representative with GWN Securities Inc. located in SALISBURY, MD. Julie has over 12 years of experience in the financial services industry. Julie is licensed to sell securities in Maryland. Julie has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. She has previously worked at GWN SECURITIES INC., STATE FARM VP MANAGEMENT CORP., and NATIONAL PLANNING CORPORATION. Julie specializes in providing financial planning and market timing services to individuals.

Firm Information

Julie Jones 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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Julie Jones’s Registration & Firm History

MD

07/27/2022 - Present

GWN Securities Inc. (SALISBURY MD)

MD

02/11/2020 - 08/25/2020

GWN SECURITIES INC. (SALISBURY MD)

IL

09/27/2018 - 01/29/2019

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

MD

09/14/2015 - 12/13/2016

NATIONAL PLANNING CORPORATION (OCEAN CITY MD)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ann Jones.
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