JH
Jason M. Hurwitz
GWN SECURITIES
Williamsport, PA 17701
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CRD#: 6479179
JH
Professional summary
Jason Michael Hurwitz, AIF® is a registered financial advisor currently at GWN SECURITIES INC. located in Williamsport, Pennsylvania.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jason has worked at 2 firms and has passed the Series 66, SIE 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.
WILLIAMSPORT WEDDING MUSIC/ NON-INVESTMENT RELATED/ 831 PINE STREET, MONTOURSVILLE, PA 17754/ WEDDING & EVENT MUSIC/ OWNER AND MUSICIAN/ JANUARY 2017/ APPROX. 4 HOURS PER MONTH/ DURING BUSINESS HOURS: 0 HOURS/ BOOK GIGS, CONTACT FREELANCE MUSICIANS, PLAY MUSIC 2. PA LIFE AND ACCIDENT & HEALTH LICESNED WITH THE ABILITY TO SEE LIFE INSURANCE, LTC AND OTHER PRODUCTS. RECIPROCITY CLUB OF WILLIAMSPORT POSITION: President NATURE: Social/dinner club. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2018 ADDRESS: N/A, Williamsport PA 17701, United States DESCRIPTION: As president of this club, I preside over our monthly dinners. This means starting the meeting and leading discussion if one of the members brings up a question or donation suggestion. FIG MARKETING POSITION: Financial Advisor NATURE: I sell life insurance, long-term care insurance, and annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/20/2017 ADDRESS: 19520 WEst Catawba AVenue, Suite 200, Cornelius NC 28031, United States DESCRIPTION: I sell life insurance, long-term care insurance, and annuities. GUEST SPEAKER - University of Rochester (Eastman School of Music) POSITION: Guest speaker NATURE: Guest speaking on general financial topics. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2017 ADDRESS: 26 Gibbs Street, Box 26, Rochester NY 14604, United States DESCRIPTION: I've been asked to speak in very general terms to a small class of graduate students at the University of Rochester's Eastman School of Music on the basics of saving and investing. Williamsport Symphony Orchestra, Is Not Investment Related, 220 W 4th St., Suite 3, Williamsport, PA, 17701, United States, Nonprofit Artistic Organization, Board Trustee, 2022-07-01, 2 hours per month, 2 hours per month during trading hours, No Compensation Compensation, As a member of the Williamsport Symphony Orchestra's Board Trustee, I'll be one of 12 trustees for the nonprofit organization. There are no trading responsibilities in this position. I'll also sit on two committees, neither of which will have trading responsibilities, either. KADES MARGOLIS, Is Investment Related, DBA, Financial Professional, 03/21/2018,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. PA LIFE AND ACCIDENT AND HEALTH LICENSED Is Investment Related, "PO Box 324, , Montoursville, PA, 17754, USA", Life Insurance, Agent, 2001-01-01, 1 hours per month, 1 hours per month during trading hours, Commission Compensation, Insurance Sales 1028 WASHINGTON LLC NOT INVESTMENT RELATED; PROPERTY OWNER; START DATE: 11/16/2023; 1 HOURS PER MONTH AND 1 DURING TRADING HOURS; ADDRESS: 1028 WASHINGTON BLVD WILLIAMSPORT PA, 17701; DUTIES: I OWN A BUILDING IN WHICH MY BUSINESS IS LOCATED; NO COMPENSATION.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Hurwitz's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jason Michael Hurwitz'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®
Experience
Current
March 21, 2018 - Present
GWN SECURITIES INC.
Office #1: 1028 Washington Blvd., Williamsport, PA 17701RIA
BD
CRD#: 128929
Williamsport, PA
Current
March 21, 2018 - Present
GWN SECURITIES INC.
Office #1: 1028 Washington Blvd., Williamsport, PA 17701RIA
BD
CRD#: 128929
Williamsport, PA
Past
June 25, 2015 - March 19, 2018
MORGAN STANLEY
RIA
CRD#: 149777
WILLIAMSPORT, PA
Past
May 19, 2015 - March 19, 2018
MORGAN STANLEY
BD
CRD#: 149777
WILLIAMSPORT, PA
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
Maryland(6/7/2024)
RR
New York(8/4/2020)
RR
Pennsylvania(3/21/2018)
IAR
Pennsylvania(3/21/2018)
RR
South Carolina(4/16/2024)
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.
