Scott SwinehartCRD Number: 6237563
Current Firm: Edward Jones
Scott Swinehart (CRD# 6237563) is an Investment Advisor Representative working at Edward Jones in Newaygo, MI and has over 3 years of experience in the finance industry.
First Financial Advisors Inc.
Waddell & Reed
Securities America Advisors, Inc.
|Edward Jones||St. Louis, MO||Aug 2013 - Current||3|
|Unemployed||Cedar Springs, MI||Apr 2013 - Aug 2013||< 1|
|United States Army Reserve||Selfridge, MI||Nov 2008 - Aug 2013||4|
|Bae Systems||Arlington, VA||Feb 2012 - Mar 2013||1|
|Newaygo Public Schools||Newaygo, MI||Jan 2009 - Feb 2012||3|
|United States Army||Fort Lewis, WA||Jun 2004 - Nov 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MA, 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