Angie L. Jordan

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Gwn Securities Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2012-07-06 → 2014-08-18
  Legend Advisory, Llc
  Bowling Green, KY
  Palm Beach Gardens, FL

Other Businesses

LIFE INSURANCE POSITION: agent NATURE: life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 06/28/2008 ADDRESS: 322 Ridgestone Way, Bowling Green KY 42104 DESCRIPTION: Run quotes for life insurance, process application, follow up on application process, deliver policy and service as needed while policy holder has the insurance. THOROUGHBRED ASSET MANAGEMENT Is Investment Related, investments/insurance, Financial Advisor, 2013-09-01, 80 hours per month, 0 hours per month during trading hours, Commission Compensation, This is a disclosure for doing business as Thoroughbred Asset Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-02
• S63 Uniform Securities Agent State Law Examination
  2008-07-30

Other Names

• Angela Lynn Thompson
• Angie L Ellsbury