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.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 5216324
Mariner Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sunflower Eagle Management | Olathe, KS | Jan 2018 - Current | 4 |
| Sunflower Eagle | Overland Park, KS | Jul 2016 - Current | 5 |
| 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 |
- KS
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts364ACCOUNTS
-
Average Account Value$63,462
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CO, KS, TX
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