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JW

Jerome Dwight Wright

GWN SECURITIES
WEST MELBOURNE, FL
·CRD# 2350803·32 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

GWN SECURITIES INC.·CRD# 128929
RIA
BD
West Melbourne, FL
August 19, 2019 - Present
GWN SECURITIES INC.·CRD# 128929
RIA
BD
1. 11440 North Jog Road, Palm Beach Gardens, FL 33418-37642. 100 Parnell Street Suite G, Merritt Island, FL 329533. 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
August 16, 2019 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
RIA
West Melbourne, FL
May 30, 2019 - September 13, 2019
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
Palm Bay, FL
June 15, 2017 - September 13, 2019
CCF INVESTMENTS, INC.·CRD# 136571
BD
Greensboro, GA
September 24, 2015 - June 23, 2017
OSAIC SERVICES, INC.·CRD# 133763
RIA
Melbourne, FL
January 24, 2011 - October 1, 2013
OSAIC SERVICES, INC.·CRD# 133763
BD
Melbourne, FL
January 3, 2011 - October 1, 2013
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Melbourne, FL
June 27, 2007 - January 21, 2009
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Melbourne, FL
June 21, 2007 - January 21, 2009
THE WILLIAMS CAPITAL GROUP, L.P.·CRD# 35149
BD
New York, NY
September 2, 1998 - September 13, 2005
CASPIAN SECURITIES INCORPORATED·CRD# 38878
BD
New York, NY
January 1, 1997 - July 14, 1998
ING BARING (U.S.) SECURITIES, INC.·CRD# 5285
BD
New York, NY
August 16, 1994 - December 12, 1996

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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)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

707

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

GWN FORM ADV BROCHURE (4/13/2026)

Direct owners and executive officers

NamePositionCRD#
WORLD INVESTMENT NETWORKOWNER—
BORNHEIMER, LAURA JEANETTEVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ROSFP1769643
CORBIN, BRAD JEFFREYSENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT AND MARKETING1754065
NEITZEL, CARL ALEXANDERCOO3044454
RITTMAN, BARRY RICHARDCFO FINOP PFO VP1997994
WALSH, DENIS STEPHENCEO/EXEC DIRECTOR/ MUNICIPAL PRINCIPAL, PRESIDENT1124278
WALSH, MARY THERESESECRETARY2829444

Regulatory Assets Under Management

Total Number of Accounts

66,025

AUM (Assets Under Management)

$4,753,625,856

Disclosures

Regulatory Event

2

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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.

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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)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(8/16/2019)
IAR
Florida
(8/19/2019)
RR
Maryland
(8/16/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2018About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed May 2008About the Series 3 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Jan 2000

Series 7 — General Securities Representative Examination

Passed Aug 1994About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jerome Dwight Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jerome Dwight Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JW
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