Jeffrey Gin has been an investment adviser representative at Exodus Wealth since January 2020, and is not listed among the firm’s executive officers or direct owners.
Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.
Jeffrey Gin’s longest registration is the current one, 6 years at Exodus Wealth since 2020. Before joining Exodus Wealth in 2020, Jeffrey Gin was registered through Waddell & Reed, Inc.
- Exodus Wealth, LLCCurrent– present · 6 yearsMorton Grove, IL · Adviser representative · Firm CRD 174328
- – · 4 yearsMorton Grove, IL · Adviser representative · Firm CRD 174328
- Waddell & Reed, Inc.– · 3 yearsElgin, IL · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Jeffrey Gin is registered as an investment adviser representative in Illinois, since January 2020.
- IllinoisSince 3 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 18 October 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 October 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 September 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Kim Gin
- CRD
- 4556763
- Firm
- Exodus Wealth · CRD 174328
- Office
- 9135 Mason Avenue, Morton Grove, IL 60053
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeffrey Gin work?
Jeffrey Gin is an investment adviser representative registered through Exodus Wealth, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Gin a financial advisor?
Yes. Jeffrey Gin has a current investment-adviser registration in Illinois, through Exodus Wealth since January 2020.
How many years of experience does Jeffrey Gin have?
Jeffrey Gin has 23 years in the financial industry, since October 2002, across 2 adviser firms.
What exams has Jeffrey Gin passed?
Jeffrey Gin has passed 3 licensing exams: the Series 65, Series 6 and Series 63. The earliest, the Series 65, was passed in September 2002. FINRA credited Jeffrey Gin with the SIE, which began in October 2018.
Where did Jeffrey Gin work before Exodus Wealth?
Before Exodus Wealth, Jeffrey Gin was registered through Prosperity Wealth Management, Inc., July 2015 to December 2019; Waddell & Reed, Inc., October 2002 to December 2005.
Where is Jeffrey Gin based?
Jeffrey Gin’s registered office is in Morton Grove, IL.
Is Jeffrey Gin registered with FINRA?
Yes. Jeffrey Gin has a current broker registration, under CRD 4556763.
Source: FINRA BrokerCheck
How can I verify Jeffrey Gin’s record?
Search CRD 4556763 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Gin’s full registration record.