Jerrold Eliason Beck

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:

Current Employers

Gwn Securities Inc.

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2011-03-30

PA RA
APPROVED

Since 2011-03-30

Branch Locations

Lancaster, PA • United States

940 West Valley Road Suite 1200, Wayne, PA 19087 • United States

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Various Insurance Carriers	Lancaster	PA	04/2004	Present
Gwn Securities	Palm Beach Gardens	FL	10/2005	Present

04/2004 → Present

Various Insurance Carriers

Lancaster, PA
10/2005 → Present

Gwn Securities

Palm Beach Gardens, FL

Other Businesses

VARIOUS INSURANCE CARRIERS / INVEST RELATED: YES / INSURANCE SALES / INSURANCE AGENT / 4/04-PRES / LANCASTER, PA INSURANCE BUSINESS POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 2 START DATE: 11/03/2003 ADDRESS: 65 CORRY AVENUE, LANCASTER PA 17601 DESCRIPTION: ALONG WITH INVESTMENTS, OFFER INSURANCE PRODUCTS LIKE FIXED ANNUITY, FIXED INDEX ANNUITY, LIFE INSURANCE & LONG TERM CARE INSURANCE. KADES MARGOLIS, Is Investment Related, DBA, Financial Professional 11/03/2005,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-09-11
S63	Uniform Securities Agent State Law Examination	2002-04-15

S65 Uniform Investment Adviser Law Examination

2008-09-11
S63 Uniform Securities Agent State Law Examination

2002-04-15

Other Names

Jerry Eliason Beck

View on SEC IAPD