Paul SweeneyCRD 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.
Strategic Wealth Partners, Ltd.
|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|
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