Jacob Swisher, financial advisor Olathe KS

Jacob Swisher

CRD Number: 6667089
Current Firm: Leading Edge Financial Planning

Jacob Swisher (CRD# 6667089) is an Investment Advisor Representative working at Leading Edge Financial Planning in Olathe, KS and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sunflower Eagle Management Olathe, KS Jan 2018 - Current 4
Sunflower Eagle Overland Park, KS Jul 2016 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA May 2021 - Nov 2021 < 1
Pfs Investments Inc. Overland Park, KS Mar 2018 - Apr 2021 3
Primerica Finanacial Services Overland Park, KS Aug 2003 - Mar 2021 17
Ups Edgerton, KS Nov 2020 - Nov 2020 < 1
Govaim Strategies Overland Park, KS Jan 2011 - Dec 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2018
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Jacob A. Swisher
Phone Number: 316-768-7526
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $63,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CO, KS, TX

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