Justin Heaslip

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

• 06/2018 → Present
  Valic Financial Advisors, Inc.
  Berkeley Heights, NJ
• 05/2015 → 05/2018
  Royal Alliance
  West Orange, NJ

Previous Registrations

• 2019-06-07 → 2019-09-10
  Valic Financial Advisors, Inc.
  Berkeley Heights, NJ
  Jersey City, NJ

Other Businesses

ABMM FINANCIAL POSITION: Agent Nature: Life Insurance, DBA INVESTMENT RELATED: yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 8/1/2022 ADDRESS: 517 Route 1 South Suite 4100, Iselin, NJ 08830 DESCRIPTION: Securities DBA used in conjunction with Life Insurances Sales as needed FAMILY BUSINESS CONSULTING-CATERING POSITION: No title-Consultant NATURE: Catering and Event Space. She hosts wedding receptions, funerals, parties and special occasions in Stamford, CT. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2020 ADDRESS: 79 Harbor Drive, #320, Stamford CT 06902, United States DESCRIPTION: I helped her with her bid and certain contracts. I helped her negotiate the lease of her kitchen and event space. It is not an ongoing duty but I help her as needed.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-06
• S63 Uniform Securities Agent State Law Examination
  2015-08-25