William Reed Carlen-jones
Investment adviser representative at Gwn Securities Inc.
10 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
10 years in the industry.
- Gwn Securities, Inc.Jan 2025 to now
- Mathew Blurton-jonesAug 2024 to Dec 2024
- University of California, IrvineJun 2023 to Oct 2023
- University of California, IrvineJun 2022 to Oct 2022
- InstacartMay 2021 to May 2022
- University of California, Santa BarbaraSep 2020 to Jun 2024
- PostmatesSep 2020 to May 2022
- Tustin High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8025898
- Firm CRD
- 128929