JB
Jack C. Berhorst
GWN SECURITIES
Kansas City, MO 64102
Some features on this profile are disabled
CRD#: 6654045
JB
Professional summary
Jack Corbin Berhorst, who also goes by Jack Corbin Berhosrt, Jack Corbin Berhorst, Jack Berhorst, is a registered financial advisor currently at GWN SECURITIES INC. located in Kansas City, Missouri.
Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jack has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack Corbin Berhosrt | Jack Corbin Berhorst | Jack Berhorst
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.
BERHORST WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: Tax related purposes. Deposit my commissions into this business checking for my tax professional to keep track of INVESTMENT RELATED: Is Not Investment Related, START DATE: 2020-02-15 HOURS PER MONTH: 0 hours per month SECURITIES TRADING HOURS: 0 hours per month during trading hours DESCRIPTION: This LLC is to deposit the commissions that are paid directly to my personal checking account from GWN for my tax professional to keep track of. RELIANT FINANCIAL SERVICES POSITION: Rep NATURE: Register rep through GWN securities, I use Reliant Financial Service's office space INVESTMENT RELATED: Is Investment Related START DATE: 2020-01-10, HOURS PER MONTH: 160 hours per month SECURITIES TRADING HOURS: 160 hours per month during trading hours DESCRIPTION: Registered rep through GWN securities INSURANCE BROKER POSITION: Broker NATURE: I do some term life insurance policies as need for financial planning INVESTMENT RELATED: Is Not Investment Related START DATE: 2020-02-01 HOURS PER MONTH: 1 hours per month SECURITIES TRADING HOURS: 0 hours per month during trading hours DESCRIPTION: I do some term life insurance policies for clients as needed for financial planning purposes INSURANCE AGENT POSITION: Agent NATURE: Fixed Life & Health Insurance INVESTMENT RELATED: Is Investment Related ADDRESS: 1142 EAST MURRAY HOLLADAY ROAD, , SALT LAKE CITY,, UT, 84117, USA, START DTAE: 1996-03-06 HOURS PER MONTH: 75 hours per month SECURITIES TRADING HOURS: 0 hours per month during trading hours, COMPENSATION: Commission Compensation DESCRIPTION: Selling life insurance, Long-Term Care, disability and fixed annuities"
CRS (Client Relationship Summary) - RIA
Click below to view Jack Corbin Berhorst's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jack Corbin Berhorst'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
January 15, 2020 - Present
GWN SECURITIES INC.
Office #1: 1600 Genessee #961, Kansas City, MO 64102RIA
BD
CRD#: 128929
Kansas City, MO
Current
December 12, 2019 - Present
GWN SECURITIES INC.
Office #1: 1600 Genessee #961, Kansas City, MO 64102RIA
BD
CRD#: 128929
Kansas City, MO
Past
June 7, 2018 - October 16, 2019
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
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
Colorado(9/2/2025)
RR
Florida(3/18/2025)
RR
Georgia(8/14/2024)
RR
Illinois(3/10/2021)
RR
Kansas(7/9/2020)
RR
Kentucky(10/23/2025)
RR
Michigan(5/31/2022)
RR
Missouri(12/12/2019)
IAR
Missouri(1/15/2020)
RR
Nebraska(1/7/2021)
RR
Oregon(1/4/2024)
RR
Virginia(2/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/16/2019
General Securities Representative ExaminationGeneral 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.
