Justin Liu
Investment adviser representative at Gwn Securities Inc.
11 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
11 years in the industry.
- Gwn Securities, Inc.Aug 2025 to now
- UnemployedJun 2024 to Aug 2025
- California State University, FullertonJan 2023 to May 2023
- GigabyteJun 2022 to Jun 2024
- California State University, FullertonJan 2021 to Dec 2022
- Mt. San Antonio CollegeAug 2018 to Dec 2020
- UnemployedJun 2018 to Jul 2018
- Sonic Drive-inJun 2016 to Sep 2017
- Nevada High SchoolAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8142361
- Firm CRD
- 128929