Jerome Dwight Wright

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

• 07/2015 → 08/2019
  Capital Choice Financial Services
  Greensboro, GA
• 06/2017 → 08/2019
  Ameritas Investment Corp
  Lincoln, NE
• 09/2015 → 06/2017
  Ccf Investments, Inc.
  Greensboro, GA
• 08/2019 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2019-05-30 → 2019-09-13
  Ameritas Investment Company, Llc
  West Melbourne, FL
  Lincoln, NE
  Greensboro, GA
  Palm Bay, FL
• 2011-01-24 → 2013-10-01
  Osaic Services, Inc.
  Melbourne, FL
• 2007-06-27 → 2009-01-21
  Citigroup Global Markets Inc.
  Orlando, FL
  Melbourne, FL

Other Businesses

* Independent Life Insurance Agent; 7717 Greenboro Drive West Melbourne, FL 32904; offering various forms of insurance products, i.e. term life, long term care, disability; Agent; start date=08/2019; hrs/mo=40; trading hrs/mo=10; sales of non-investment related products. * Independent Health Insurance Agent; 7717 Greenboro Drive West Melbourne, FL 32904; Non-investment related; selling Health and Medicare/Medicaid insurance; Agent; start date:01/2010 - end date 10/19/2024; hrs/mo=40; trading hrs/mo=10; assist seniors with making their health insurance decisions, sell health, Medicare Advantage, Medicare Supplement and Medicaid insurance to primarily seniors who are eligible for Medicare * WARM Consulting Group, LLC; 7717 GREENBORO DRIVE, WEST MELBORNE FL 32904; non-inv rel; property management; Manager; start date=01/2014; hs/mo=10; trading hrs/mo=0; maintain family owned properties CAREMAX, INC, Is Not Investment Related, Health Insurance with Medical & Wellness Centers, Marketing Development Manager, 03/01/2023 - Ended 10/19/2024, 100 hours per month, 0 hours per month during trading hours, Salary Compensation," Caremax, Inc is a coordinated care organization with affiliations with many major medicare health insurance carriers. They operate Medical and Wellness Centers nationwide. My duties are to help promote and market Caremax, Inc. amenities and value based proposition to help retain and grow patient base in Brevard and Volusia County." COAPSTICK FINANCIAL, Is Investment Related, DBA, Financial Professional, 08/19/2019,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. WARM HOLDINGS LLC NOT INVESTMENT RELATED; MGRM; 20 HOURS PER MONTH AND 10 DURING TRADING HOURS; 7717 GREENBORO DRIVE, WEST MELBORNE FL 32904 BUSINESS NATURE: FAMILY REAL EASTATE AND PROPERTY MANAGMENT; START DATE: 4/30/2024; NO COMPENSATION; MAINTAIN AND MANAGE FAMILY OWNED REAL ESTATE PROPERTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-30
• S63 Uniform Securities Agent State Law Examination
  1994-11-30