Jason Alan Jorgenson
Investment adviser representative at Gwn Securities Inc.
17 yearsExperience
1 stateRegistered in
$4.8BFirm assets
22 yearsFirm in business
Are you Jason Alan Jorgenson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
17 years in the industry.
- Gwn Securities, Inc.Aug 2019 to now
- Aspen Mark Wealth ManagementJun 2019 to now
- Ameritas Investment CorpSep 2018 to Aug 2019
- Capital Choice Financial ServicesOct 2017 to Aug 2019
- Rock Solid Wealth ManagementOct 2017 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Gwn Securities Inc.
$4.8BAssets managed
37,793Clients
444Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7021518
- Firm CRD
- 128929