Jeremy Swank (CRD# 3168639) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mansfield, OH and has over 25 years of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nfp Advisor Services, LLC | Mansfield, OH | Aug 2016 - Current | 7 |
| Kestra Investment Services, LLC | Mansfield, OH | Aug 2016 - Current | 7 |
| Kestra Advisory Services, LLC | Mansfield, OH | Aug 2016 - Current | 7 |
| Summit Brokerage Services Inc. | Mansfield, OH | Jan 2010 - Aug 2016 | 6 |
| Summit Financial Group Inc. | Mansfield, OH | Jan 2010 - Aug 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
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