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Jonah Daniel Chadwick

Advisor at GWN Securities Inc. — Adel, GA

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Adel, GA 31620

GWN Securities Inc. logo

GWN Securities Inc.

Enterprise

Total advisors

446

Across 213 offices

Clients per advisor

85 High

Avg AUM per client

$125,430 Very Low

HNW client ratio

6% Low

About

Jonah Chadwick is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining GWN Securities, he worked at Your One Source Solution and The Pool Store, and has a background in education with 14 years at the Lanier County Board of Education. GWN Securities Inc. provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm uses a combination of affiliated and unaffiliated sub-advisers and applies tactical strategies including market-timing and momentum-based approaches.

Client services

Based on GWN Securities Inc.

Financial planning Portfolio management Selection of other advisers Market timing

Expertise

Based on GWN Securities Inc.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies

Occupation focus

Based on GWN Securities Inc.

Founder/Business Owner

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Fee options

Fixed

Flat financial planning or consulting fees available, negotiated case-by-case

Percentage

$0 - $250,000: 1.50% (GWN Managed Account Program, blended tier example) $250,000 - $500,000: 1.25% (GWN Managed Account Program, blended tier example) $500,000 - $1,000,000: 1.00% (GWN Managed Account Program, blended tier example) $1,000,000 - > $1,000,000: 0.50% (GWN Managed Account Program, blended tier example) $0 - $250,000: 2.00% (max for Total Access Program, with blended tiers below) $0 - $250,000: 2.00% (GWN Total Access Program maximum annual fee tier) $250,000 - $1,000,000: varies by tier descending to 0.60% for assets over $10M in Total Access Program $0 - $249,999.99: 1.30% (Tier I Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.05% (Tier I Money by Design Platinum Advisory Program) $750,000+: 0.80% (Tier I Money by Design Platinum Advisory Program) $0 - $249,999.99: 1.40% (Tier II Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.20% (Tier II Money by Design Platinum Advisory Program) $750,000+: 0.95% (Tier II Money by Design Platinum Advisory Program)

Commissions

Commissions earned on legacy accounts with new deposits; insurance commissions earned by affiliated insurance agents; separate and in addition to advisory fees

Project-based

Hourly fees for financial consulting/planning services; negotiated based on scope and complexity

Other

Account minimum: $2,000 minimum for qualified accounts; $10,000 minimum for non-qualified accounts; some programs have higher minimums (e.g., $25,000 for Platinum Program) Minimum fee: Platform Fee minimum annual fees range from $25 to $65 depending on program; Money by Design Platinum Program has a flat $600 annual fee for grandfathered accounts Fee-only: Financial consulting and financial planning services offered at hourly rates or fixed fees (negotiable, details in agreements)

Location

See office

Adel, GA

125 South Burwell Ave.

Adel GA 31620

Advisors at this office

5

Most active in

Georgia

Work history

< 1 year of industry experience

GWN SECURITIES, Inc.

2025 - Present • 1 year

Palm Beach Gardens, FL

Your One Source Solution

2023 - 2025 • 2 years

Adel, GA

The Pool Store

2022 - 2023 • 1 year

Valdosta, GA

Valdosta State University

2021 - 2025 • 4 years

Adel, GA

Affinity Building Systems

2021 - 2021 • 1 year

Lakeland, GA

Lanier County Board of Education

2007 - 2021 • 14 years

Lakeland, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew T

Series 66

Adel, GA

Kovack Advisors, inc.

Matthew Thomas is a financial advisor with Kovack Advisors, Inc. in Adel, Georgia, holding a Series 66 designation and 18 years of industry experience. His career includes roles at VOYA Financial Advisors and Cetera Advisor Networks, among others. Outside of finance, he is actively involved in Christian ministry, serving as a minister. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Gavin M

Series 63, Series 66

Adel, GA

GWN Securities Inc.

Gavin Merwin is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at GWN Securities since 2014 and Your OneSource Solution since 2020. Outside of his advisory work, Merwin serves on the boards of the Boys & Girls Club of the Greater Cook County and Burn Culture, a 501(c)(3) organization, and owns Wild Oak Forge, a business focused on blacksmithing, leatherworking, and woodworking. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs with both traditional and active investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Anthony P

Series 63, Series 65

Adel, GA

GWN Securities Inc.

Anthony Pezent is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with GWN Securities since 2011. Outside of his advisory role, he serves on the executive committee of the Cook County Touchdown Club, which supports the local football team through fundraising events. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Jennifer H

Series 66

Adel, GA

GWN Securities Inc.

Jennifer Hayes is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining GWN Securities, she worked at Your Onesource Solution and has a background that includes roles in financial services, insurance, and freelance photography. Outside of her advisory work, she owns and operates a freelance photography business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Steven S

Series 66

Adel, GA

GWN Securities Inc.

Steven Schramm is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding a Series 66 designation and 22 years of industry experience. He has been with GWN Securities and Retirement Consultants Network since 2011. Outside of his advisory role, he serves as a deacon on the official board of Adel First Assembly of God and is a board member of the Adel Main Street organization. He also owns a gift shop specializing in laser-engraved products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of about 423 advisors and manages approximately $3.65 billion across over 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Jessica F

ChFC®, Series 63

Hahira, GA

Cambridge Investment Research Advisors

Jessica Flowers is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 63 designations. She has nine years of industry experience and has previously worked at firms including New York Life Insurance Company, MassMutual, Guardian Life Insurance Company, and Park Avenue Securities. In addition to her advisory role, she is involved in real estate as an agent and owns a wealth management business under the name Solvance Wealth. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management options and both proprietary and third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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