J. Adam Swarr, financial advisor Elizabethtown PA
97 score

J. Adam Swarr

CRD Number: 5993607
Current Firm: Thrivent Investment Management Inc.

J. Adam Swarr (CRD# 5993607) is an Financial Associate working at Thrivent Financial in Elizabethtown, PA and has over 4 years of experience in the finance industry.  

 

Thrivent Financial is a not-for-profit, membership organization of Christians – and we're starting a new conversation about money.  We see money as a tool, not a goal. Our unique approach to blending faith, finances and generosity helps our members thrive, but that's only part of our story. We also support programs that help build stronger families, churches and communities. You could call it a fresh way to think about money. We call it The Thrivent Way.  We create financial strategies that help Christians be wise with money and live generously. We offer a broad range of financial products and services, including life insurance, annuities and mutual funds, plus tailored guidance from financial representatives nationwide. For more than a century, we've helped our member-owners show God's love to others by being good stewards of the gifts they've been given..

CONTACT
Professional Designations
Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI May 2013 - Current 3
Thrivent Investment Management Inc. Elizabethtown, PA Mar 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI Mar 2013 - May 2013 < 1
Metlife Securities, Inc. Camp Hill, PA Oct 2011 - Mar 2013 1
Fcg Solutions Camp Hill, PA Nov 2008 - Oct 2011 2
Kmart Elizabethtown, PA Mar 2008 - Oct 2011 3
Pnc Bank Lancaster, PA Oct 2005 - Nov 2007 2
Cedar Hill Farm Bed & Breakfast Mount Joy, PA Jun 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Nov 2011
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Apr 2012
S7 General Securities Representative Examination (GS) May 2012
Contact Info for J. Adam Swarr
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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