JG
Jared M. Gruccio
GWN SECURITIES
HAMMOND, NJ
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CRD#: 5935705
JG
Professional summary
Jared M Gruccio is a registered financial advisor currently at GWN SECURITIES INC. located in Hammond, New Jersey.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jared has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
LIFE INSURANCE POSITION: N/A NATURE: TO MARKET, PROPOSE, AND SELL INSURANCE PRODUCTS OF OPPOINTED FIRMS. INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 1 START DATE: 03/30/2012 ADDRESS: 30 SO. NEW YORK AVE., ATLANTIC CITY NJ 08401 DESCRIPTION: EDUCATE AND ASSIST CLIENT IN FINDING THE MOST SUITABLE INSURANCE PRODUCT FOR HIS/HER OWN UNIQUE SITUATION. EQUITY-INDEXED ANNUITY POSITION: N/A NATURE: BUSINESS FOR THE BUSINESS MAN INVESTMENT RELATED: YES NUMBER OF HOURS: 30 INVESTMENT RELATED HOURS: 30 START DATE: 03/18/2012 ADDRESS: 30 SO. NEW YORK AVE., ATLANTIC CITY NJ 08401 DESCRIPTION: MARKET/PROPOSE/SELL EQUITY-INDEXED ANNUITIES TO PROSPECTIVE CLIENTS THAT MEET SUITABILITY GREATER VINELAND CHAMBER OF COMMERCE POSITION: Board Member NATURE: Board of Director position--3 yr term INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2018 ADDRESS: 2215 S Delsea Dr, Vineland NJ 08360, United States DESCRIPTION: Attend all Board functions (orientation, planning sessions, retreat, etc.) Serve as the voice for the business community when public policy and proposed regulations threaten to impact the growth of commerce and economic development. CLEMENT TAX SERVICES, LLC, Is Not Investment Related,, "Tax Planning and Consulting Services. Advice that is unrelated to investment planning or advice, which would be separate..", Partner, 2022-02-10,10 hours per month, 0 hours per month during trading hours, Fee Based Compensation, "-Will create a comprehensive written lifetime tax strategy, under the direction of a certified public accountant (CPA) -Tax advice will be created and reviewed by certified tax professionals -Fees will be either hourly, flat-fee, retainer, or negotiated -Services that focus on organizing and reducing future tax liabilities -This is in addition to a financial plan. This is a separate and more comprehensive service than a traditional financial plan. -Consulting on tax planning, tax reduction, and tax mitigation. These tax planning and consulting services are unrelated to investment planning or advice, which would be a separate service offered elsewhere." GRUCCIO FINANCIAL LLC, Is Investment Related, LLC, Owner, 2022-12-01, 40 hours per month, 40 hours per month during trading hours, Commission Compensation, Submitting LLC for OBA approval INTUIT Is Not Investment Related, Assist customers with filing tax returns, Tax Associate, 2024-01-07, 60 hours per month, 0 hours per month during trading hours, Hourly Compensation, "Assist customers with filing tax returns, a virtual (WFH) position."
CRS (Client Relationship Summary) - RIA
Click below to view Jared M Gruccio's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jared M Gruccio'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 23, 2013 - Present
GWN SECURITIES INC.
RIA
BD
CRD#: 128929
HAMMOND, NJ
Current
March 19, 2012 - Present
GWN SECURITIES INC.
Office #1: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764Office #2: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764RIA
BD
CRD#: 128929
Palm Beach Gardens, FL
Past
August 16, 2011 - February 17, 2012
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
VINELAND, NJ
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(10/21/2014)
RR
New Jersey(3/19/2012)
IAR
New Jersey(8/23/2013)
RR
New York(1/28/2013)
RR
Pennsylvania(12/1/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
