Barry Jordan Gewolb
Professional Summary
Barry Jordan Gewolb is a registered financial advisor currently at HUDSONWEST LLC located in Denver, Colorado. Barry is registered as a RR (Registered Representative) and started their career in finance in 2020. Barry has worked at 1 firm and has passed the Series 63, Series 7TO, SIE, Series 28 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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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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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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Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
HUDSONWEST LLC
Contact Information
Main Address
5038 E 3rd Ave, Denver, CO 80220Mailing Address
5038 E 3rd Ave, Denver, CO 80220Phone Number
(952) 201-1791Established
Colorado since 03/19/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/12/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Oct 2019About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Barry Jordan Gewolb's CRS (Customer Relationship Summary).
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