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Robert Stanton Jersey

Gw Asset Management LLC

Naperville, IL

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Current Employers
Gw Asset Management Llc

1250 East Diehl Road, Suite 115, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-13
  • IL RA
    APPROVED
    Since 2026-07-13

Branch Locations

1250 East Diehl Road, Suite 115, Naperville, IL 60563 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gar Wood Securities, Llc Chicago IL 05/2004 Present
Gw Capital Management, Llc Humacao PR 10/2014 12/2018
Gw Capital Services, Llc Cary IL 01/2019 02/2021
Gw Asset Management Llc Naperville IL 10/2025 Present
  • 05/2004 → Present
    Gar Wood Securities, Llc
    Chicago, IL
  • 10/2014 → 12/2018
    Gw Capital Management, Llc
    Humacao, PR
  • 01/2019 → 02/2021
    Gw Capital Services, Llc
    Cary, IL
  • 10/2025 → Present
    Naperville, IL
Other Businesses

Mr. Jersey is the founder, President & CEO of Gar Wood Securities LLC (GWS), a registered broker-dealer. We are not affiliated with GWS. Our business is limited to providing model portfolios and similar advisory services. We do not direct trades to any broker. We generally do not refer clients to other brokers or advisers, including without limitation GWS, however if requested by a client to provide recommendations or referrals to brokers, we may do so, including to GWS. We do not receive any direct payment, commission, or referral payment from any broker, including GWS, for such referrals. Because some of our principals are also principals of GWS, they may receive indirect compensation from GWS as the result of a client using GWS services. However, all decisions as to which brokerage to use ultimately belong to the client. Clients are not required to use GWS for any services to receive our services or be our client. We do lease some office space from GWS. This lease is not conditioned on any other business or referral relationship. The rent is fixed and due monthly. We have determined to limit conflicts with respect to this relationship by refraining from referring clients to GWS and to engage in a fixed lease not subject to changes based upon any other business relationship. Any compensation or income made by Mr. Jersey with respect to his work with GWAM is unrelated and not contingent upon, any relationship or work for GWS. As GWAM has not made any money, until such time as it begins to produce revenue, GWS will be the primary provider of income and compensation to Mr. Jersey.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-23
S63 Uniform Securities Agent State Law Examination 1993-08-16
  • S66 Uniform Combined State Law Examination
    2025-10-23
  • S63 Uniform Securities Agent State Law Examination
    1993-08-16
Other Names
  • Bob Jersey

View on SEC IAPD

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