JF
John I. Forsgren
GWN SECURITIES
SOUTH JORDAN, UT 84095
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CRD#: 4975642
JF
Professional summary
John Ivory Forsgren, CFP®, who also goes by John I. Forsgren, is a registered financial advisor currently at GWN SECURITIES INC. located in South Jordan, Utah.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. John has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John I. Forsgren
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.
1. I AM PART OWNER OF BLACKRIDGE FINANCIAL GROUP LLC WITH DARREN MOFFITT. I AM OWNER OF FORSGREN FINANCIAL LLC TOO. Darren & I also have a DBA- BlackRidge Wealth Management - IS INVESTMENT RELATED IN THAT WE USE IT ON OUR BUSINESS CARDS AND LETTERHEAD. BLACKRIDGE FINANCIAL GROUP OWNS THE OFFICE CONDO WHERE WE CONDUCT BUSINESS. ADDRESS: 1268 W. SOUTH JORDAN PKWY, STE. 201, SOUTH JORDAN, UT 84095. I HAVE COMPLIANCE APPROVED BUSINESS CARDS AND LETTERHEAD FOR BLACKRIDGE WEALTH MANAGEMENT. FORSGREN FINANCIAL LLC IS FOR PERSONAL BUSINESS EXPENSES. I DO NOT USE IT IN ANY BUSINESS MARKETING. 2. LIFE INSURANCE LICENSED SINCE 2005 IN CO AND UT. LIFE INSURANCE SALES - 4 HOURS PER MONTH. 3. I AM ALSO APPOINTED WITH KELLOGG INSURANCE (FMO) FOR INSURANCE SALES WITH UNITED HEALTHCARE IN CONJUBCTION WITH MEDICARE ADVANTAGE AND MEDICARE SUPPLEMENT SALES - 1 HOUR PER MONTH 4. FIXED INDEX ANNUITIES POSITION: AGENT NATURE: DETERMINE IF PRODUCTS OFFERED BY ADVISORSEXCEL FMO ARE APPROPRIATE FOR MY CURRENT OR FUTURE CLIENTS. INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 06/16/2014 ADDRESS: 2950 SW MCCLURE RD, TOPEKA KS 66614 DESCRIPTION: EVALUATE ADVISORSEXCEL FIXED INDEX ANNUITIES AND FIXED ANNUITIES TO SEE IF THERE ARE SOME WHICH WILL BE BENEFICIAL TO MY CLIENTS. 5. UNITED HEALTH CARE (UHC) POSITION: Agent NATURE: Provide Medicare Advantage and Supplement information and quotes to clients. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2016 ADDRESS: 4242 Six Forks Rd, Ste. 1100, Raleigh NC 27609, United States DESCRIPTION: Represent Medicare Advantage and Medicare Supplement options offered by UHC to clients. 6. ADVISORS INSURANCE BROKERS POSITION: Agent NATURE: Provide LTC Insurance service and other insurance services & products as needed by my clients. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/13/2020 ADDRESS: 11 Executive Park Drive, Clifton Park NY 12065, United States DESCRIPTION: Provide Insurance information to my clients who need or are interested in the Insurance products provided by AIB. 7. "Miller Phase 2, LLC",Is Not Investment Related,"1268 W. South Jordan Pkwy, Ste. 201, South Jordan, UT, 84095, United States",Property Manager,Property Manager,2023-09-01,4 hours per month,0 hours per month during trading hours,Salary Compensation,"My business partner (Darren Moffitt) and I, were elected to take over the property management of the building in which we reside. The other business owners elected us to improve the look inside and out of the building and to help get it updated so it is more appealing to clients and business owners alike. Our duties are to obtain contracts for the bookkeeping, landscape update and upkeep, cleaning and maintenance of the common area and to run quarterly meetings with the owners to update them on what projects are being done. We are also responsible for troubleshooting any issues which come up. 8. J&S Forsgren Properties, LLC Is Not Investment Related, ADDRESS: 1579 N 180 E, , Lehi, UT, 84043-3485, United States", Property Rental, Property Owner, START DATE: 7/29/2025, 4 hours per month, 0 hours per month during trading hours, DESCRIPTION: I do not plan to take an hourly wage or salary. This is a property my wife & I purchased to get into the residential real estate rental market. This is our first residential rental property.
CRS (Client Relationship Summary) - RIA
Click below to view John Ivory Forsgren's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view John Ivory Forsgren'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®
CFP®
Start date: 2021
Experience
Current
November 16, 2012 - Present
GWN SECURITIES INC.
Office #1: 1268 West South Jordan Parkway Ste. 201, South Jordan, UT 84095RIA
BD
CRD#: 128929
SOUTH JORDAN, UT
Current
November 16, 2012 - Present
GWN SECURITIES INC.
Office #1: 1268 West South Jordan Parkway Ste. 201, South Jordan, UT 84095RIA
BD
CRD#: 128929
SOUTH JORDAN, UT
Past
June 4, 2013 - January 2, 2018
INTERACTIVE FINANCIAL ADVISORS
RIA
CRD#: 125117
SOUTH JORDAN, UT
Past
May 28, 2009 - November 16, 2012
LEGEND ADVISORY, LLC
RIA
CRD#: 104761
SOUTH JORDAN, UT
Past
May 28, 2009 - November 16, 2012
LEGEND EQUITIES CORPORATION
BD
CRD#: 30999
SOUTH JORDAN, UT
Past
April 18, 2006 - June 2, 2009
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
LONGMONT, CO
Past
July 11, 2005 - June 2, 2009
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
LONGMONT, CO
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
Arizona(5/13/2022)
RR
Colorado(11/16/2012)
RR
Florida(2/24/2020)
RR
Iowa(8/27/2019)
RR
Kentucky(8/2/2023)
RR
Nebraska(4/25/2024)
RR
Nevada(2/16/2023)
RR
Oklahoma(2/5/2024)
RR
Texas(7/19/2016)
RR
Utah(11/16/2012)
IAR
Utah(11/16/2012)
RR
Virginia(2/5/2024)
RR
Washington(11/6/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General 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.
