Jerry Bruno

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

• 01/2002 → 08/2023
  Leigh Baldwin & Co., Llc
  Cazenovia, NY
• 08/2023 → Present
  Gwn Securities, Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2021-09-17 → 2023-08-21
  Leigh Baldwin & Co., Llc
  Liverpool, NY
  Liverpool, NY
  Cazenovia, NY
  Syracuse, NY

Other Businesses

LANDLORD POSITION: Landlord NATURE: Investment Property COMPENSATION TYPE: other. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/1986 ADDRESS: 209 Jasper St, Syracuse, NY 13203, United States DESCRIPTION: I am a landlord and have a two family rental property and am responsible for all aspects of managing the property, INSURANCE SALES POSITION: Licensed personal insurance sales NATURE: Insurance sales COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2086 ADDRESS: 209 Jasper St, Syracuse, NY 13203, United States DESCRIPTION: I am licensed to sell all types of insurance for clients and prospects. This includes life (term, universal, variable, IUL, WL, single premium, etc.). disability, LTC, health, employee benefits ( group or individual vision, life, DI) annuities (variable, fixed, Indexed, etc.) and various types of insurance to satisfy estate and or tax planning such as premium finance. BRUNO FINANCIAL SERVICES INVESTMENT RELATED: Is Investment Related, ADDRESS: "209 Jasper St, , Syracuse, NY, 13203, United States", NATURE: Financial Services, DBA POSITION: Financial Representative, START DATE: 5/1/2005, NUMBER OF HOURS: 160 hours per month, SECURITIES TRADING HOURS: 160 hours per month during trading hours, DESCRIPTION: Life Insurance sales to customers; and Financial Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-04
• S63 Uniform Securities Agent State Law Examination
  1998-10-02

Other Names

• Jerry Michael Bruno