Jayd Swendseid, financial advisor Tarzana CA
90 score

Jayd Swendseid

CRD Number: 6205254
Current Firm: Western International Securities

Jayd Swendseid (CRD# 6205254) is an Investment Advisor Representative working at Western International Securities in Tarzana, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Western International Securities, Inc. Tarzana, CA Aug 2017 - Current < 1
Jayd Swendseid Lewes, DE Jun 2016 - Current 1
Financial West Group Westlake Village, CA Feb 2014 - Current 4
Jayd Swendseid Camarillo, CA Jan 2012 - Current 6
Mwi Financial Tarzana, CA Feb 2004 - Current 14
Los Angeles County Fire Department Los Angeles, CA Oct 1992 - Current 25
Minnesota Life Insurance Company St Paul, MN Jun 2013 - Feb 2014 < 1
Tax & Financial Camarillo, CA Jun 2013 - Feb 2014 < 1
Securian Financial Services, Inc. St Paul, MN Jun 2013 - Jan 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Jayd A. Swendseid
Phone Number: 626-793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    971
    MILLIONS
  • Total Number of Accounts
    5,000
    ACCOUNTS
  • Average Account Value
    $194,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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