ADVISOR BIO

James Hudson is an Investment Advisor Representative with GWN Securities Inc. James has been in the industry since June 1, 2020, and is licensed to provide investment advisory services in Florida. James offers financial planning, market timing services, and portfolio management for individuals. James also has a background in education and insurance, and has worked as an Independent Insurance Agent. James is also registered as a Registered Representative in Florida.

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ADVISOR BIO

James Edward Walsh is an Investment Advisor Representative at Money Concepts Capital Corp.. James has been working in the financial industry since 1992. James is registered with the state of Florida as a Broker-Dealer. James has a background in financial planning, portfolio management for individuals and businesses and general consulting services. James holds the following licenses: Series 4, Series 7, Series 14, Series 24, Series 63, Series 65, and SIE. James is a dedicated and experienced financial professional.

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ADVISOR BIO

James Christopher Geary is a financial advisor with Tiaa-cref Individual & Institutional Services, LLC. James has been in the financial industry since June 2004. He is registered to provide investment advice in 35 states. James has a Series 66 license and a Series 7 license and a Series 63 license.

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ADVISOR BIO

James Hopper is an active Investment Advisor Representative with Money Concepts Capital Corp. James Hopper has been in the industry since January 4, 2018 and has a total of 3 state registrations. James Hopper specializes in portfolio management for individuals and businesses. Money Concepts Capital Corp. is a firm based in PALM BEACH GARDENS, FL with 407 Investment Advisor Representatives. They provide financial planning, general consulting services and portfolio management for individuals and businesses.

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ADVISOR BIO

James Frank Caparelli is a financial advisor registered with GWN Securities Inc. with over 29 years of experience in the financial industry. James has earned the Certified Financial Planner designation and has a background in providing financial advice to individuals and corporations. James is also a registered investment advisor in the state of Georgia. He has held licenses with multiple firms in his career including Great American Advisors, Inc., Stuart Securities Corp. and WMA Securities, Inc. James Caparelli is a well-established financial advisor with a strong reputation for providing quality financial advice.

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ADVISOR BIO

James Sarsfield Cavanaugh is a registered representative of GWN Securities Inc. James has been in the securities industry for 7 years and is licensed in Connecticut, Massachusetts, New Jersey, New York. James is also a registered Investment Advisor representative in New York. James is a financial professional with a strong background in securities and financial planning. James is dedicated to providing high-quality financial advice and guidance to help clients reach their financial goals.

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ADVISOR BIO

James Auvern Ernst is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Palm Beach Gardens, FL. James has been a registered representative since 2000 and has extensive experience in the financial services industry. James has a proven track record of helping clients achieve their financial goals and is committed to providing personalized advice and service.

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ADVISOR BIO

James Russell Scott is a financial advisor with Simplicity Wealth, a firm that provides investment advice and financial planning to a wide range of clients, including individuals, high-net-worth individuals, and institutions. James Russell Scott has over 13 years of experience in the financial services industry. James Russell Scott is registered with the state of Florida as an Investment Advisor Representative. James Russell Scott has a Series 6, 7, 63, and 65 licenses. James Russell Scott also holds the Certified Financial Planner designation. James Russell Scott offers a variety of services, including financial planning, portfolio management, and educational seminars. James Russell Scott has worked for several firms, including ING Financial Partners, Inc., Wachovia Securities, LLC and Concierge Financial, Inc. James Russell Scott currently has a branch office location in Palm Beach, FL. James Russell Scott is also a licensed insurance agent and offers fixed annuity and life insurance products.

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ADVISOR BIO

James Zerweck is a registered investment advisor representative with GWN Securities Inc. based in Palm Beach Gardens, Florida. James has been in the financial industry since 1998 and has a broad range of experience in providing investment advice to individuals and corporations. James has passed the Series 63, 65, 7 and 24 exams. James currently holds registrations in Pennsylvania and New Jersey.

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ADVISOR BIO

James Harold Mahoney is a financial advisor with UBS Financial Services Inc. He has been in the financial industry since July 22, 2012. Mahoney is registered with the Securities and Exchange Commission (SEC) and is a registered representative of FINRA. James Mahoney has passed several industry exams including the General Securities Representative Examination (Series 7), the Uniform Combined State Law Examination (Series 66), and the Securities Industry Essentials Examination (SIE). James Mahoney has specialized in portfolio management for individuals, businesses and charitable organizations, in addition to providing financial planning, educational seminars, publication of periodicals and selection of other advisors.

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