AM
AM

Alan Jay Mendlowitz

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
487 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K
Loading...

Location

11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alan is involved in various insurance-related activities, including property and casualty insurance, fixed annuities, and life insurance. He dedicates a full-time amount of time to ABMM Financial and a few hours per week to other insurance-related activities.

Employment History
Current Registrations
Gwn Securities INC.
January 2017 - Present · 9 yrs 1 mo
Gwn Securities INC.Broker
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Prudential Financial Planning Services
February 2015 - January 2017 · 1 yr 11 mos
Pruco Securities, LLC.Broker
February 2014 - January 2017 · 2 yrs 11 mos
Metlife Securities INC.Broker
August 2012 - January 2014 · 1 yr 5 mos
State Registrations3 states
NJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.