General Information
Firm Start Year
1988
No.of Employees
1
Firm CRD#
657789
Name of Broker/Dealer
GWN Securities
Years of Experience in Financial Services
33
Number of Years with Current Firm
33
Work Experience
Owner of CFS Inc. Contact Financial Services Inc for 33yrs.
I work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management
Compliance
Registered Representative
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
ChFC®, LUTCF®
Securities Licenses
Series 63, Series 6
Insurance and Annuity Licenses
Disability, Accident, Annuity, Health, Life, Variable Annuity, Variable Life
Firm Information
Advisor's Number of Clients
250+
Advisor's Number of Managed Clients
250+
Advisor's Number of Planning Clients
250+
Assets Managed by Advisor
$30 Million +
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$50,000
Compensation Methods
Based on Assets
Fee % Based on Assets
N/A
Hourly Rate
N/A
Additional Details on Charges
Will be discussed with client before hand.
Minimum Fee Charged for Managed Accounts
N/A
Minimum Fee Charged for Hourly Planning Accounts
N/A
Education
Business Finance - Business Finance
Illinois University
5/31/84 - 3/23/88
Disclaimer
Jeb Bartley, Registered Representative of GWN Securities, Inc and securities offered through GWN Securities Inc., Member FINRA/SIPC 11440 N. Jog Rd, Palm Beach Gardens, FL 33418 (561) 472-2700(CFS Contact Financial Services Inc. is not an affiliate of GWN Securities Inc.
