Jupiter, FL Office

Team
Updated today

Client AUM

$4,736,613,823

Clients

37,763

Advisors

2

Of 446 advisors across 213 offices

Location

Jupiter FL

Advisors at this office

2

Advisors at this office

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Patricia D

Series 63, Series 65

Jupiter, FL

GWN Securities Inc.

Patricia Dent is a financial advisor with GWN Securities Inc. in Jupiter, FL, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has been with GWN Securities since 2013. Outside of her advisory role, she serves as a committee member on the Palm Beach Gardens High School Advisory Board. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers, utilizing a variety of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

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

Series 63, Series 65

Jupiter, FL

GWN Securities Inc.

Taylor Northrop is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, Northrop volunteers as a football coach at Princeton University and runs the Taylor Northrop Kicking Academy. 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. The firm supports a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

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