William Reed Carlen-jones

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:

Current Employers

Gwn Securities Inc.

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-17

CA RA
APPROVED

Since 2025-01-17

Branch Locations

San Francisco, CA • United States

177 East Colorado Blvd. Suite 200, Office 3055, Pasadena, CA 91105 • United States

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Postmates	Tustin	CA	09/2020	05/2022
Instacart	Tustin	CA	05/2021	05/2022
University Of California, Irvine	Irvine	CA	06/2022	10/2022
University Of California, Irvine	Irvine	CA	06/2023	10/2023
Mathew Blurton-Jones	Tustin	CA	08/2024	12/2024
University Of California, Santa Barbara	Santa Barbara	CA	09/2020	06/2024
Tustin High School	Tustin	CA	08/2016	06/2020
Gwn Securities, Inc.	Palm Beach Gardens	FL	01/2025	Present

09/2020 → 05/2022

Postmates

Tustin, CA
05/2021 → 05/2022

Instacart

Tustin, CA
06/2022 → 10/2022

University Of California, Irvine

Irvine, CA
06/2023 → 10/2023

University Of California, Irvine

Irvine, CA
08/2024 → 12/2024

Mathew Blurton-Jones

Tustin, CA
09/2020 → 06/2024

University Of California, Santa Barbara

Santa Barbara, CA
08/2016 → 06/2020

Tustin High School

Tustin, CA
01/2025 → Present

Gwn Securities, Inc.

Palm Beach Gardens, FL

Other Businesses

1-- LA PENSION PLANNERS POSITION: Financial Representative NATURE: DBA/Financial Services. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 1/6/2025 ADDRESS: 177 E Colorado Blvd, Office 3055 Pasadena CA, United States DESCRIPTION: DBA for Securities Business / Financial Services 2-- LIFE & HEALTH INSURANCE POSITION: Financial Representative. NATURE: Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: No NUMBER OF HOURS: 100 TRADING HOURS: 0 START DATE: 1/6/2025 ADDRESS: 177 E Colorado Blvd, Office 3055 Pasadena CA, United States DESCRIPTION: Life Insurance sales to customers. 3-- PENSION 101 INVESTMENT RELATED: Is Not Investment Related, "457 W Allen Ave, Suite 110, , San Dimas, CA, 91773, United States", Pension education and lead generation system, User/Rep, 9/22/2025, 4 hours per month, 0 hours per month during trading hours, Other Compensatio DESCRIPTION: Representative showing people how to use the educational platform. Compensation will be based on project basis.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-27

S66 Uniform Combined State Law Examination

2024-11-27

Other Names

Will Reed Carlen-Jones

View on SEC IAPD