JJ
Jason A. Jorgenson
GWN SECURITIES
Colorado Springs, CO 80918
Some features on this profile are disabled
CRD#: 7021518
JJ
Professional summary
Jason Alan Jorgenson is a registered financial advisor currently at GWN SECURITIES INC. located in Colorado Springs, Colorado.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jason has worked at 2 firms and has passed the Series 63, Series 65, SIE 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.
1 -- Insurance agent; inv rel; fixed insurance business-marketing and sales of term life insurance, disability, fixed annuities and long term care insurance; Sales Associate; start date=10/2017; hrs/mo=10; trading hrs/mo=3; market & sales of insurance to family, individuals and small business 2 -- Kellogg Insurance Marketing; 61 W 13490 S Ste 7124, Draper UT 84020; non-inv rel; selling of Medicare Advantage plans, Prescription Drug plans and Medicare Supplement plans; Medicare Agent; start date=06/2019; hrs/mo=10; trading hrs/mo=0; meet with clients 64.5 years old or older to educate and discuss their medical insurance needs in offering Medicare Advantage or Supplemental plans 3 -- Aspen Mark Wealth Management; same as branch; inv rel; sell and advise for financial services; Financial Advisor; start date=06/2019; hrs/mo=160; trading hrs/mo=80; contact and meet with prospective clients, to see how I can help improve their finances, open accounts and implement insurance products when applicable, service existing clients with ongoing advice, offer sale of products that fit client's needs 4-- DISTRICT 11 SCHOOL BOARD DIRECTOR POSITION: School Board director NATURE: Public service office for the residents of the School District 11 area within Colorado Springs. I am one of 7 members of the school board, the only thing they know is that my occupation is a financial advisor with AspenMark Wealth Management. I am keeping all other details private. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 5 START DATE: 11/05/2019 ADDRESS: 1115 N El Paso St., Colorado Springs CO 80903, United States DESCRIPTION: Duties include listening to the community's input on concerns about the district and education policy. Effecting policy and changing policy for the school board that is best for the district. Searching and hiring a new superintendent, should the current one leave/resign. Oversee district budget and financial oversight for the district and school money allocations. 5 -- DAVE RAMSEY SMARTVESTOR PRO POSITION: Financial Advisor NATURE: Money tips and help, investment help, and helping Dave Ramsey listeners find a financial advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 75 START DATE: 01/01/2021 ADDRESS: 6745 Rangewood Dr. #107, Colorado Springs CO 80918, United States DESCRIPTION: My duties are to respond promptly to any new leads that come into my inbox and follow up with that person in regards to questions and help around their investments. If I can help them, and they hire me, they become clients. 6 -- WILD MOUNTAIN ENTERPRISES, LLC INVESTMENT RELATED: Is Not Investment Related, ADDRESS: 1213 Westmoreland Rd., COLORADO SPRING, CO, 80907, United States", NATURE: rental home income, POSITION: president, START DATE: 9/15/2023, NUMBER OF HOURS: 1 hours per month, SECURITIES TRADING HOURS: 0 hours per month during trading hours, DESCRIPTION: Rental income from tenant at property. The LLC that owns this property has my home address as the LLC's address, FYI" 7 -- JORGENSON SERVICES INC. ; INVESTMENT RELATED; PRESIDENT; BUSINESS NATURE: FINANCIAL SERVICES; 85 HOURS PER MONTH AND 0 HOURS PER MONTH TRADING; START; 07/01/2022; ADDRESS: 3803 MANCHESTER STREET, COLORADO SPRINGS CO 80907; BUSINESS DUTY DESCRIPTION: THIS IS THE S-CORP I SET UP TO RUN MY FINANCIAL ADVISING BUSINES. I SET THIS UP FOR FOR TAX LIABILITY AND BETTER BUSINESS MANAGMENT WITH MY OTHER OBA'S; COMPENSATION TYPE: OTHER. 8 -- ENTRUST ESTATE SOLUTIONS, LLC Is Not Investment Related, "PO Box 630431, N/A, Highlands Ranch, CO, 80163, United States", Wills and Trust Preparation Service, Referral Agent, 7/16/2025, 3 hours per month, 4 hours per month during trading hours, "I am only a referral agent for this company. I am only paid a referral fee if the referral engages the services of Entrust to assist in preparation of a will or trust.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Alan Jorgenson's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jason Alan Jorgenson'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 6, 2019 - Present
GWN SECURITIES INC.
Office #1: 6745 Rangewood Drive # 106, Colorado Springs, CO 80918RIA
BD
CRD#: 128929
Colorado Springs, CO
Current
August 5, 2019 - Present
GWN SECURITIES INC.
Office #1: 6745 Rangewood Drive # 106, Colorado Springs, CO 80918RIA
BD
CRD#: 128929
Colorado Springs, CO
Past
January 29, 2019 - August 8, 2019
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
Centennial, CO
Past
November 27, 2018 - August 8, 2019
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
Centennial, 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
Colorado(8/5/2019)
IAR
Colorado(8/6/2019)
RR
Florida(12/20/2021)
RR
Georgia(12/6/2023)
RR
Hawaii(12/6/2023)
RR
Idaho(8/2/2022)
RR
Kansas(7/14/2025)
RR
Ohio(2/12/2021)
RR
South Carolina(3/5/2024)
RR
Texas(12/20/2021)
Exams
State Security Law Exam
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
GWN SECURITIES INC.
CRD#: 128929Colorado Springs, CO 80918TRUST BUT VERIFY
Monitor Jason Jorgenson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
