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James Wagner Zerweck

Gwn Securities Inc.

Palm Beach Gardens, FL

Palm Beach Gardens, FL

Bridgewater, NJ

CRD 2636989

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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2016-01-26
  • NJ RA
    APPROVED
    Since 2016-01-26

Branch Locations

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

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

1011 Route 22 Suite 104, Bridgewater, NJ 08807 • United States

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
OrganizationCityStateFromTo
Abmm Financial Iselin NJ 08/2014 Present
Gwn Securities, Inc Palm Beach Gardens FL 01/2016 Present
  • 08/2014 → Present
    Abmm Financial
    Iselin, NJ
  • 01/2016 → Present
    Gwn Securities, Inc
    Palm Beach Gardens, FL
Previous Registrations
  • 2006-05-03 → 2014-04-21
    Ic Advisory Services, Inc.
    Bedminster, NJ
  • 2004-09-01 → 2006-06-02
    The Investment Center, Inc.
    Bedminster, NJ
    Bridgewater, NJ
    Bridgewater, NJ
  • 2003-07-25 → 2004-08-10
    Hornor, Townsend & Kent, Llc
    Horsham, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-19
S63 Uniform Securities Agent State Law Examination 1996-01-12
  • S65 Uniform Investment Adviser Law Examination
    2002-12-19
  • S63 Uniform Securities Agent State Law Examination
    1996-01-12
Other Names
  • James Zerweck

View on SEC IAPD

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