Jacob SwisherCRD Number: 6667089
Current Firm: Leading Edge Financial Planning
Jacob Swisher (CRD# 6667089) is an Investment Advisor Representative working at Leading Edge Financial Planning in Wichita, KS and has over 4 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Equitable Advisors, LLC
American Independent Securities Group, LLC
|Sunflower Eagle Management||Olathe, KS||Jan 2018 - Current||4|
|Sunflower Eagle||Overland Park, KS||Jul 2016 - Current||6|
|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|
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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CO, KS, TX
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