Jason Alan Jorgenson

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

• 08/2009 → 05/2019
  Harrison School District #2, Fox Meadow Middle School
  Colorado Springs, CO
• 10/2017 → 06/2019
  Rock Solid Wealth Management
  Centennial, CO
• 10/2017 → 08/2019
  Capital Choice Financial Services
  Greensboro, GA
• 09/2018 → 08/2019
  Ameritas Investment Corp
  Lincoln, NE
• 06/2019 → Present
  Aspen Mark Wealth Management
  Colorado Springs, CO
• 08/2019 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2019-01-29 → 2019-08-08
  Ameritas Investment Company, Llc
  Greensboro, GA
  Centennial, CO
  Colorado Springs, CO

Other Businesses

1) Ins agent; inv rel; fixed ins business-marketing and sales of term life ins, disability, fixed annuities and long term care ins; Sales Associate; start date=10/2017; hrs/mo=10; trading hrs/mt & sales of ins to family, individuals and small business 2) Kellogg Insurance Marketing; 61 W 13490 S Ste 7124, Draper UT 84020; non-inv rel; selling of Medicare Advantage plans, Prescription Drug plans and Medicare Supplement plans; Medicare Agent; start date=06/2019; hrs/mo=10; trading hrs/mo=0; meet with clients 64.5 y/o or older to educate and discuss their medical ins needs in offering Medicare Advant or Supplemental plans 3) Aspen Mark Wealth Management; same as branch; inv rel; sell and advise for finan serv; Finan Adv; start date=06/2019; hrs/mo=160; trading hrs/mo=80; contact & meet with prospective clients, to see how I can help improve their finances, open accounts and implement ins products when applicable, service existing clients with ongoing advice, offer sale of products that fit client needs 4) DISTRICT 11 SCHOOL BOARD DIRECTOR POSITION: School Board director NATURE: Public service office for the residents of the School Dist 11. They know is that my occupation is a Finan. adv with AspenMark Wealth Management. I am keeping all other details private.; ADD: 1115 N El Paso St., Colorado Springs CO 80903; INV REL: Yes; hrs/mo=30; trading hrs/mo=5; START DATE: 11/05/2019 DESCRIPTION: Duties include listening to the community's input on concerns about the district and education policy. Effecting policy and changing policy for the school board that is best for the district. Searching and hiring a new superintendent, should the current one leave/resign. Oversee district budget and financial oversight for the district and school money allocations. 5) DAVE RAMSEY SMARTVESTOR PRO POSITION: Financial Advisor NATURE: Money tips and help, investment help, and helping Dave Ramsey listeners find a Finan. Adv. INV REL: Yes HRS/MO= 85; TRADING HRS/MO=: 75 START DATE: 01/01/2021; ADDRESS: 6745 Rangewood Dr. #107, Colorado Springs CO 80918, DESCRIPTION: My duties are to respond promptly to any new leads that come into my inbox and follow up with that person in regards to questions and help around their investments. If I can help them, and they hire me, they become clients. 6) WILD MOUNTAIN ENTERPRISES, LLC INV REL: Not INV Rel, ADDRESS: 1213 Westmoreland Rd., COLORADO SPRING, CO, 80907, NATURE: rental home income, POSITION: president, START DATE: 9/15/2023, HRS/MO=1; TRADING HRS/MO=0, DESCRIPTION: Rental income from tenant at property. The LLC that owns this property has my home address as the LLC's address, FYI" 7) JORGENSON SERVICES INC. ; INV REL; PRESIDENT; NATURE: FINANCIAL SERVICES; Hrs/mo=85; trading hrs/mo=0 HOURS PER MONTH TRADING; START; 07/01/2022; ADDRESS: 3803 MANCHESTER STREET, COLORADO SPRINGS CO 80907; BUSINESS DUTY DESCRIPTION: S-CORP SET UP TO RUN MY FINAN ADVISING BUSINESS. FOR FOR TAX LIABILITY & BETTER BUSINESS MGMT WITH MY OTHER OBA'S; COMPENSATION TYPE: OTHER. 8) Aire-Master of the Rockies, Inc., Address: 3803 Manchester St. Colorado Springs, CO 80907, Position: Co-Owner; INCOME: 50000; Compensation Type: Other; Hrs/Mo: 40, Trading Hrs/Mo: 0; Start: 2026-07-01; description: This is a new business my wife and I are looking to purchase. This is a service based business of scent diffusers and scent marketing, INV Rel?: NO, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there check-writing, trading authority/custody or control?: NO

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-03-20
• S65 Uniform Investment Adviser Law Examination
  2018-08-25