Jack Swingle (CRD# 7215872) is an Investment Advisor Representative working at Russell Investments in West Des Moines, IA and has over 3 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 5482072
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Russell Investments | Seattle, WA | Feb 2022 - Current | 2 |
| Sammons Financial Network | West Des Moines, IA | Jul 2020 - Feb 2022 | 1 |
| Sammons Retirement Solutions | West Des Moines, IA | Jul 2020 - Feb 2022 | 1 |
| Compass Financial Services | West Des Moines, IA | Jan 2020 - Jul 2020 | < 1 |
| Enterprise Rent-a-car | Des Moines, IA | May 2018 - Nov 2019 | 1 |
| Sammons Retirement Solutions | West Des Moines, IA | May 2019 - Jul 2019 | < 1 |
| Drake University | Des Moines, IA | Apr 2016 - May 2019 | 3 |
| Olive Garden | Janesville, WI | May 2014 - Apr 2016 | 1 |
| Marshall Middle School/craig High | Janesville, WI | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- IA
- OK
- TX
- WA
- WI
-
Total Assets Under Management52,481MILLIONS
-
Total Number of Accounts70,944ACCOUNTS
-
Average Account Value$739,747
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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