Jessica Swinea, financial advisor Wichita Falls TX
89 score

Jessica Swinea

CRD Number: 6079627
Current Firm: J.p. Morgan Securities LLC

Jessica Swinea (CRD# 6079627) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wichita Falls, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jessica Swinea Cattle Company Bowie, TX Jul 2016 - Current < 1
J.p. Morgan Securities LLC Wichita Falls, TX Feb 2015 - Current 1
Morgan Stanley Private Bank, National Association Wichita Falls, TX Jan 2015 - Feb 2015 < 1
Morgan Stanley Wichita Falls, TX Nov 2013 - Feb 2015 1
First National Bank Of Wichita Falls Wichita Falls, TX Jun 2011 - Nov 2013 2
Investment Professionals, Inc. Wichita Falls, TX Jun 2012 - Aug 2013 1
Jc Penny Wichita Falls, TX Nov 2009 - Jun 2011 1
Unemployed Iowa Park, TX Jan 2002 - Nov 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Jessica R. Swinea
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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, 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
89
Clean Record
This advisor has a clean track record with regulators.

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