JW
Jerome D. Wright
GWN SECURITIES
WEST MELBOURNE, FL
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CRD#: 2350803
JW
Professional summary
Jerome Dwight Wright is a registered financial advisor currently at GWN SECURITIES INC. located in West Melbourne, Florida.
Jerome is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jerome has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 55 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
* 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.
CRS (Client Relationship Summary) - RIA
Click below to view Jerome Dwight Wright's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jerome Dwight Wright's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 19, 2019 - Present
GWN SECURITIES INC.
RIA
BD
CRD#: 128929
WEST MELBOURNE, FL
Current
August 16, 2019 - Present
GWN SECURITIES INC.
Office #1: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764Office #2: 100 Parnell Street Suite G, Merritt Island, FL 32953Office #3: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764RIA
BD
CRD#: 128929
Palm Beach Gardens, FL
Past
May 30, 2019 - September 13, 2019
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
West Melbourne, FL
Past
June 15, 2017 - September 13, 2019
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
Palm Bay, FL
Past
September 24, 2015 - June 23, 2017
CCF INVESTMENTS, INC.
BD
CRD#: 136571
GREENSBORO, GA
Past
January 24, 2011 - October 1, 2013
OSAIC SERVICES, INC.
RIA
CRD#: 133763
MELBOURNE, FL
Past
January 3, 2011 - October 1, 2013
OSAIC SERVICES, INC.
BD
CRD#: 133763
MELBOURNE, FL
Past
June 27, 2007 - January 21, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
MELBOURNE, FL
Past
June 21, 2007 - January 21, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
MELBOURNE, FL
Past
September 2, 1998 - September 13, 2005
THE WILLIAMS CAPITAL GROUP, L.P.
BD
CRD#: 35149
NEW YORK, NY
Past
January 1, 1997 - July 14, 1998
CASPIAN SECURITIES INCORPORATED
BD
CRD#: 38878
NEW YORK, NY
Past
August 16, 1994 - December 12, 1996
ING BARING (U.S.) SECURITIES, INC.
BD
CRD#: 5285
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(8/16/2019)
IAR
Florida(8/19/2019)
RR
Maryland(8/16/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/29/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Mailing Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Phone number
(561) 472-2700
Established
Florida since 05/12/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
744
SEC notice filing (52 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WORLD INVESTMENT NETWORK | OWNER | |
| BORNHEIMER, LAURA JEANETTE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ROSFP | 1769643 |
| CORBIN, BRAD JEFFREY | SENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT AND MARKETING | 1754065 |
| RITTMAN, BARRY RICHARD | CFO FINOP VP | 1997994 |
| WALSH, DENIS STEPHEN | CEO/EXEC DIRECTOR/ MUNICIPAL PRINCIPAL, PRESIDENT | 1124278 |
| WALSH, MARY THERESE | SECRETARY | 2829444 |
Regulatory assets under management
| Total Number of Accounts | 64,207 |
| AUM (Assets Under Management) | $ 3,650,274,405 |
Disclosures
| Regulatory Event | 2 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
