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Jack L
Series 65, Series 63
Bowling Green, KY
GWN Securities Inc.
Jack Lewis is a financial advisor with GWN Securities Inc. in Bowling Green, KY, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining GWN Securities, he held various roles including positions at Montana Grille and Zeochem. He is also involved with Thoroughbred Asset Management, where he works as a registered assistant providing life insurance and financial services. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and model portfolios based on asset allocation and Modern Portfolio Theory, and is known for incorporating market-timing and momentum strategies in some of its legacy programs.
Toby L
Series 63, Series 65
Bowling Green, KY
GWN Securities Inc.
Toby Lewis is a financial advisor with GWN Securities Inc. in Bowling Green, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, Lewis is the owner of Thoroughbred Asset Management, a financial advising business, and serves on the board of Nelson County Schools Community Support Inc., which focuses on promoting local schools and raising scholarship funds. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment programs, including legacy market-timing and momentum-based strategies.
Thomas H
Series 63, Series 65
Bowling Green, KY
GWN Securities Inc.
Thomas Higdon is a financial advisor at GWN Securities Inc. in Bowling Green, KY, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2014. Outside of his advisory role, Higdon serves as president of the McDowell Park Office Condominium Association, Inc. 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 manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.
Jon L
Series 66
Bowling Green, KY
GWN Securities Inc.
Jon Lawson is a financial advisor with GWN Securities Inc. based in Bowling Green, KY. He holds a Series 66 designation and has eight years of industry experience. Prior to joining the financial sector, he worked for nearly two decades at Bowling Green City Schools before retiring in 2017. Lawson is also licensed to provide life and health insurance information to clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through a large network of approximately 423 advisors managing over $3.65 billion in assets.
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