Terri M Jarrell

MORGAN STANLEY

Savannah, GA · CRD#

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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MORGAN STANLEY

Savannah, GA · CRD#

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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MORGAN STANLEY

Savannah, GA · CRD#

Years of Experience

19 years registered in the securities industry

Current & Past Employments

Current

GWN SECURITIES INC.Current·CRD# 128929

RIA

BD

7505 Waters Ave Ste. A-3, Savannah, GA 31406

January 11, 2017 - Present

GWN SECURITIES INC.Current·CRD# 128929

RIA

BD

7505 Waters Ave Ste. A-3, Savannah, GA 31406

January 4, 2017 - Present

Past

CETERA ADVISORS LLCPast·CRD# 10299

RIA

Richmond Hill, GA

January 12, 2011 - December 15, 2016

CETERA ADVISORS LLCPast·CRD# 10299

BD

Richmond Hill, GA

January 7, 2011 - December 15, 2016

GWN SECURITIES INC.Past·CRD# 128929

RIA

Richmond Hill, GA

August 17, 2010 - December 31, 2010

GWN SECURITIES INC.Past·CRD# 128929

BD

Richmond Hill, GA

August 2, 2010 - December 31, 2010

MM ASCEND LIFE INVESTOR SERVICES, LLCPast·CRD# 36451

RIA

Richmond Hill, GA

September 26, 2007 - August 4, 2010

MM ASCEND LIFE INVESTOR SERVICES, LLCPast·CRD# 36451

BD

Richmond Hill, GA

April 9, 2007 - August 4, 2010

METROPOLITAN LIFE INSURANCE COMPANYPast·CRD# 4095

BD

New York, NY

February 16, 2007 - March 7, 2007

MSI FINANCIAL SERVICES, INC.Past·CRD# 14251

BD

Springfield, MA

February 16, 2007 - March 7, 2007

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MORGAN STANLEY

Savannah, GA · CRD#

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

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

Part 2 Brochures

GWN FORM ADV BROCHURE (4/13/2026)

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
NEITZEL, CARL ALEXANDER	COO	3044454
RITTMAN, BARRY RICHARD	CFO FINOP PFO 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

66,025

AUM (Assets Under Management)

$4,753,625,856

Disclosures

Regulatory Event

2

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MORGAN STANLEY

Savannah, GA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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)STRATHY HALL INVESTMENTS, INC., DBA JARRELL TAX & BUSINESS CONSULTANTS, P O BOX 1986, RICHMOND HILL, GA 31324. ACCOUNTING, TAX & INSURANCE; OWNER; 01/2006 TIL PRESENT, 120 HOURS MONTHLY; 120 HOURS, NOT INVESTMENT RELATED. PREPARE FINANCIAL STATEMENTS, INCOME TAX RETURNS, PAYROLL PREPARATION, PAYROLL TAX RETURNS, BUSINESS TAX RETURNS FORMS FOR GOVERNMENTAL AGENCIES, BUSINESS CONSULTING/PLANNING, INSURANCE SALES/CONSULTATION. RENTAL POSITION: Co-owner NATURE: Rental property of former residence. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2013 ADDRESS: 180 Mill Hill Rd, Richmond Hill GA 31324, United States DESCRIPTION: Make sure rent is collected and house is maintained/. ROBERT JARRELL Is Investment Related, DBA & Insurance Sales, Financial Professional, Insurance Agent 2017-01-01, 160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with investment sales STRATHY HALL RENTALS LLC Is Not Investment Related, rental property, Owner, 2019-04-02, 1 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Make sure rent is collected and house is maintained ADDRESS: 1 Crossing Drive, Richmond, GA 31324 STRATHY RENTALS LLC Is Not Investment Related, Rental Property, Owner, 2019-04-02, 1 hours per month, 1 hours per month during trading hours, Other Compensation, Make sure rent is collected and house is maintained STRATHY RENTALS II LLC Is Not Investment Related, Rental Property, Owner, 2021-07-20, 1 hours per month, 0 hours per month during trading hours, Commission Compensation, Make sure rent is collected and house is maintained ADDRESS: 22 Dearborn Dr, Richmond Hill, GA 31324

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MORGAN STANLEY

Savannah, GA · CRD#

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

Georgia
(1/4/2017)

IAR

Georgia
(1/11/2017)

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 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2007About the Series 6 exam

FINRA

SRO Registrations

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MORGAN STANLEY

Savannah, GA · CRD#

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - RIA

Click below to view Terri M Jarrell's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Terri M Jarrell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MORGAN STANLEY

Savannah, GA · CRD#