Kirk Sweeney (CRD# 7180131) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Louisville, KY and has over 4 years of experience in the finance industry.
CRD# 2911331
Edward Jones
CRD# 6900594
Edward Jones
CRD# 1753788
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Louisville, KY | Oct 2019 - Current | 4 |
| J.p. Morgan Securities LLC | Louisville, KY | Sep 2019 - Current | 4 |
| Jpmorgan Chase Bank, N.a. | Louisville, KY | May 2018 - Oct 2019 | 1 |
| Jpmorgan Chase Bank, N.a. | Louisville, KY | Jun 2016 - May 2018 | 1 |
| Home City Ice | Lexington, KY | Jan 2015 - Jun 2016 | 1 |
| Staples | Lexington, KY | Sep 2014 - Apr 2015 | < 1 |
| Unemployed | Maysville, KY | Aug 2014 - Aug 2014 | < 1 |
| Hg Mays Corporation | Maysville, KY | Aug 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- KY
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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