Jacob Jeremiah Copley
Investment adviser representative at Gwn Securities Inc.
12 yearsExperience
1 stateRegistered in
$4.8BFirm assets
22 yearsFirm in business
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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
12 years in the industry.
- Gwn Securities, Inc.Jun 2021 to now
- Equitable Advisors, LLCApr 2020 to Jun 2021
- AXA Advisors LLCApr 2020 to Jun 2020
- Pure SushiAug 2017 to Dec 2017
- Arizona State UniversityAug 2016 to May 2020
- StarbucksJun 2016 to Aug 2017
- Alamo FireworksDec 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7247239
- Firm CRD
- 128929