Jack Corbin Berhorst

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

• 05/2018 → 10/2019
  American Century Investment Services, Inc.
  Kansas City, MO
• 05/2016 → 09/2017
  Waddell & Reed
  Independence, MO
• 08/2015 → 05/2018
  University Of Memphis
  Memphis, TN
• 04/2015 → 09/2016
  Stonewall Farms
  Kearney, MO
• 11/2019 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

BERHORST WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: Tax related purposes. Deposit my commissions into this business checking for my tax professional to keep track of INVESTMENT RELATED: Is Not Investment Related, START DATE: 2020-02-15 HOURS PER MONTH: 0 hours per month SECURITIES TRADING HOURS: 0 hours per month during trading hours DESCRIPTION: This LLC is to deposit the commissions that are paid directly to my personal checking account from GWN for my tax professional to keep track of. RELIANT FINANCIAL SERVICES POSITION: Rep NATURE: Register rep through GWN securities, I use Reliant Financial Service's office space INVESTMENT RELATED: Is Investment Related START DATE: 2020-01-10, HOURS PER MONTH: 160 hours per month SECURITIES TRADING HOURS: 160 hours per month during trading hours DESCRIPTION: Registered rep through GWN securities INSURANCE BROKER POSITION: Broker NATURE: I do some term life insurance policies as need for financial planning INVESTMENT RELATED: Is Not Investment Related START DATE: 2020-02-01 HOURS PER MONTH: 1 hours per month SECURITIES TRADING HOURS: 0 hours per month during trading hours DESCRIPTION: I do some term life insurance policies for clients as needed for financial planning purposes INSURANCE AGENT POSITION: Agent NATURE: Fixed Life & Health Insurance INVESTMENT RELATED: Is Investment Related ADDRESS: 1142 EAST MURRAY HOLLADAY ROAD, , SALT LAKE CITY,, UT, 84117, USA, START DTAE: 1996-03-06 HOURS PER MONTH: 75 hours per month SECURITIES TRADING HOURS: 0 hours per month during trading hours, COMPENSATION: Commission Compensation DESCRIPTION: Selling life insurance, Long-Term Care, disability and fixed annuities"

Exams

• S66 Uniform Combined State Law Examination
  2020-01-14
• S63 Uniform Securities Agent State Law Examination
  2018-06-14

Other Names

• Jack Corbin Berhorst
• Jack Berhorst
• Jack Corbin Berhosrt