Jayd Swendseid, financial advisor Camarillo CA
89 score

Jayd Swendseid

CRD Number: 6205254
Current Firm: Financial West Group

Jayd Swendseid (CRD# 6205254) is an Investment Advisor Representative working at Financial West Group in Camarillo, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Financial West Group Westlake Village, CA Feb 2014 - Current 2
Los Angeles County Fire Department Los Angeles, CA Oct 1992 - Current 24
Minnesota Life Insurance Company St Paul, MN Jun 2013 - Feb 2014 < 1
Tax & Financial Camarillo, CA Jun 2013 - Feb 2014 < 1
Securian Financial Services, Inc. St Paul, MN Jun 2013 - Jan 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Jayd A. Swendseid
Phone Number: 805-497-9222
Firm Website: http://www.fwg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    2,900
    ACCOUNTS
  • Average Account Value
    $191,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, IA, IL, KS, MA, MI, MN, MO, NE, NH, NV, NY, OK, OR, PA, SD, TX, UT, VA, VT, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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