Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
32yrs
Jerome Wright has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Palm Beach Gardens, Florida. After less than a year at Ameritas Investment and three years at Osaic Services, Jerome joined GWN Securities in 2019, a firm offering financial planning, investment management, and selecting outside investment managers. GWN Securities reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1308 advisors with offices in Palm Beach Gardens, and one of 1187 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience in Florida
Office11440 North Jog Road, Palm Beach Gardens, FL 33418
FirmGWN Securities
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$125,430
Advisors at the firm446
States licensed ?1 state
Services through GWN Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersMarket timing
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowGWN Securities Inc.Current firm
- May 2019 – Sep 2019Ameritas Investment Company, LLCPreviously
- 2011 – 2013Osaic Services, Inc.Previously
- Jun 2007 – Jan 2009Citigroup Global Markets Inc.Previously
Questions to ask Jerome
Tailored to Jerome’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jerome
How do I contact Jerome?
Call GWN Securities at (561) 472-2700 and ask for Jerome Wright. Jerome works from the Palm Beach Gardens, FL office.
How long has Jerome been a financial advisor?
Jerome has been in the industry since 1994, about 32 years. Top 13% by experience in Florida.
What licenses does Jerome hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jerome a fiduciary?
Jerome is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerome paid?
GWN Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jerome for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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