Paul Sweeney, financial advisor Ravenna OH
96 score

Paul Sweeney

CRD Number: 6289017
Current Firm: Edward Jones

How We Work Together

 

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

 

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

 

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Jan 2014 - Current 2
Ohio Army National Guard Stow, OH Jun 2007 - Jun 2014 7
Variety Contractors Inc. Seville, OH Dec 2013 - Jan 2014 < 1
The Adolph Johnson & Son Company Mineral Ridge, OH Mar 2007 - Jul 2011 4
Kent State University Kent, OH Aug 2008 - May 2009 < 1
Alan Burge Architecture Akron, OH Apr 2006 - Mar 2007 < 1
Kent State University Kent, OH Aug 2001 - Aug 2006 5
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Apr 2014
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Paul D. Sweeney
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
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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