Courtney Swayze (CRD# 7158398) is an Investment Advisor Representative working at Jnba Financial Advisors, LLC in Bloomington, MN and has over 2 years of experience in the finance industry.
CRD# 1411103
Adams-hansen & Associates
CRD# 2200954
Cetera Investment Advisers LLC
CRD# 4927341
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jnba Financial Advisors | Minneapolis, MN | Apr 2021 - Current | 3 |
| Unemployed | Minneapolis, MN | Aug 2020 - Mar 2021 | < 1 |
| Coleman & Associates | Chicago, IL | Jul 2019 - Aug 2020 | 1 |
| Lost Larson | Chicago, IL | Jun 2018 - Jul 2019 | 1 |
| Braun Renovation | Chicago, IL | Dec 2017 - May 2018 | < 1 |
| The Sweet Retreat Cupcake Boutique | Minneapolis, MN | Apr 2015 - Oct 2017 | 2 |
| Unemployed | Minneapolis, MN | Nov 2014 - Mar 2015 | < 1 |
| Target, Corp | Minneapolis, MN | Jan 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- MN
- TX
-
Total Assets Under Management1,505MILLIONS
-
Total Number of Accounts3,685ACCOUNTS
-
Average Account Value$408,382
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, DC, FL, IA, IL, MA, MI, MN, MT, ND, NE, NH, NJ, NM, NY, OH, PA, SC, SD, TX, VA, WA, WI
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