Jason Michael Hurwitz

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

• 04/2015 → 03/2018
  Morgan Stanley
  Williamsport, PA
• 03/2018 → Present
  Gwn Securities, Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2015-06-25 → 2018-03-19
  Morgan Stanley
  Williamsport, PA

Other Businesses

WILLIAMSPORT WEDDING MUSIC/ NON-INVESTMENT RELATED/ 831 PINE STREET, MONTOURSVILLE, PA 17754/ WEDDING & EVENT MUSIC/ OWNER AND MUSICIAN/ JANUARY 2017/ APPROX. 4 HOURS PER MONTH/ DURING BUSINESS HOURS: 0 HOURS/ BOOK GIGS, CONTACT FREELANCE MUSICIANS, PLAY MUSIC 2. PA LIFE AND ACCIDENT & HEALTH LICESNED WITH THE ABILITY TO SEE LIFE INSURANCE, LTC AND OTHER PRODUCTS. RECIPROCITY CLUB OF WILLIAMSPORT POSITION: President NATURE: Social/dinner club. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2018 ADDRESS: N/A, Williamsport PA 17701, United States DESCRIPTION: As president of this club, I preside over our monthly dinners. This means starting the meeting and leading discussion if one of the members brings up a question or donation suggestion. FIG MARKETING POSITION: Financial Advisor NATURE: I sell life insurance, long-term care insurance, and annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/20/2017 ADDRESS: 19520 WEst Catawba AVenue, Suite 200, Cornelius NC 28031, United States DESCRIPTION: I sell life insurance, long-term care insurance, and annuities. GUEST SPEAKER - University of Rochester (Eastman School of Music) POSITION: Guest speaker NATURE: Guest speaking on general financial topics. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2017 ADDRESS: 26 Gibbs Street, Box 26, Rochester NY 14604, United States DESCRIPTION: I've been asked to speak in very general terms to a small class of graduate students at the University of Rochester's Eastman School of Music on the basics of saving and investing. Williamsport Symphony Orchestra, Is Not Investment Related, 220 W 4th St., Suite 3, Williamsport, PA, 17701, United States, Nonprofit Artistic Organization, Board Trustee, 2022-07-01, 2 hours per month, 2 hours per month during trading hours, No Compensation Compensation, As a member of the Williamsport Symphony Orchestra's Board Trustee, I'll be one of 12 trustees for the nonprofit organization. There are no trading responsibilities in this position. I'll also sit on two committees, neither of which will have trading responsibilities, either. KADES MARGOLIS, Is Investment Related, DBA, Financial Professional, 03/21/2018,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. PA LIFE AND ACCIDENT AND HEALTH LICENSED Is Investment Related, "PO Box 324, , Montoursville, PA, 17754, USA", Life Insurance, Agent, 2001-01-01, 1 hours per month, 1 hours per month during trading hours, Commission Compensation, Insurance Sales 1028 WASHINGTON LLC NOT INVESTMENT RELATED; PROPERTY OWNER; START DATE: 11/16/2023; 1 HOURS PER MONTH AND 1 DURING TRADING HOURS; ADDRESS: 1028 WASHINGTON BLVD WILLIAMSPORT PA, 17701; DUTIES: I OWN A BUILDING IN WHICH MY BUSINESS IS LOCATED; NO COMPENSATION.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-25