Jerry SwankCRD Number: 710393
Current Firm: Cushing Asset Management, LP
Jerry Swank (CRD# 710393) is an Investment Advisor Representative working at Cushing Asset Management, LP in Dallas, TX and has over 20 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Cushing Asset Management, LP||Dallas, TX||Jun 2002 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S65||NASAA Investment Advisors Law Examination||Aug 2002|
Total Assets Under Management1,065MILLIONS
Total Number of Accounts56ACCOUNTS
Average Account Value$19,012,307
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
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