Jared Mark Kelly

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

• 09/2014 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2014-01-02 → 2014-09-19
  Equitable Advisors, Llc
  Playa Del Rey, CA
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

MEDUSA CAPITAL, INC. POSITION: Owner NATURE: Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 8223 PERSHING DR, PLAYA DEL REY CA 90293, United States DESCRIPTION: I am the owner of this LLC. THE GALEB GROUP POSITION: Financial Professional, Insurance Agent NATURE: DBA, Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/04/2016 ADDRESS: 21515 Hawthorne Blvd, 2nd Floor GG, Torrance CA 90503, United States DESCRIPTION: Securities DBA, If a client requests information regarding possible life insurance, I will help them with those needs.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-16

Other Names

• Jared Kelly