Jason Andrew Midkiff

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

• 06/2015 → 08/2023
  Ameritas Investment Corp
  Lincoln, NE
• 06/2015 → 08/2023
  Ameritas Life Insurance Corp
  Lincoln, NE
• 07/2015 → 08/2023
  Independent Financial Solutions
  Matawan, NJ
• 08/2011 → 06/2018
  St. Peter'S University
  Jersey City, NJ
• 11/2021 → 08/2023
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 11/2021 → Present
  Walmart Warehouse
  Westampton, NJ
• 02/2020 → 08/2023
  Midkiff Advisory Group, Llc
  Wanaque, NJ
• 08/2023 → Present
  Gwn Securities, Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2021-11-01 → 2023-08-22
  Ameritas Advisory Services, Llc
  Matawan, NJ
• 2017-05-08 → 2021-11-01
  Ameritas Investment Company, Llc
  Lincoln, NE
  Matawan, NJ
  Matawan, NJ
  Freeport, NY

Other Businesses

ABMM POSITION: Financial Professional NATURE: DBA COMPENSATION TYPE: Commission. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/17/2023 ADDRESS: 517 Route 1 South, Suite 4100, Iselin, NJ 08830, United States DESCRIPTION: DBA / financial services/ insurance sales MIDKIFF ADVISORY GROUP, LLC NON INV REL; 77 GRIST MILL RD, WANAQUE, NJ 07465; LLC CREATED FOR TAX PURPOSES; OWNER; START DATE=02/2020; HRS/MO=0; TRADING HRS/MO=0; FORMED FOR TAX PURPOSES ONLY INDEPENDENT FINANCIAL SOLUTIONS, INC POSITION: Registered Representative NATURE: Insurance COMPENSATION TYPE: Commission. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 750 NJ 34 Suite 7, Matawan, NJ 07747, United States DESCRIPTION: Fixed/Indexed Insurance Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-27
• S63 Uniform Securities Agent State Law Examination
  2015-09-08