Jacob Jeremiah Copley

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

• 08/2016 → 05/2020
  Arizona State University
  Tempe, AZ
• 12/2014 → 01/2017
  Alamo Fireworks
  San Antonio, TX
• 06/2016 → 08/2017
  Starbucks
  San Antonio, TX
• 08/2017 → 12/2017
  Pure Sushi
  Scottsdale, AZ
• 04/2020 → 06/2020
  Axa Advisors Llc
  Los Angeles, CA
• 04/2020 → 06/2021
  Equitable Advisors, Llc
  New York, NY
• 06/2021 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2020-06-01 → 2021-06-28
  Equitable Advisors, Llc
  Los Angeles, CA

Other Businesses

INSURANCE POSITION: Financial Consultant NATURE: Sale of fixed and indexed insurance business through various IMO&FMO services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 07/02/2021 ADDRESS: 177 E. Colorado Blvd, Suite 200, Office 3055, Pasadena CA 91105, United States DESCRIPTION: Sale of fixed and indexed insurance business through various IMO&FMO services. L.A. PENSION PLANNERS, Is Investment Related, DBA, Financial Professional 06/11/2021,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-26

Other Names

• Jacob Copley