Jessica Swinea, financial advisor Plano TX
90 score

Jessica Swinea

CRD Number: 6079627
Current Firm: Fisher Investments

Jessica Swinea (CRD# 6079627) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Plano, TX Feb 2018 - Current < 1
You Are A Force Fitness Dallas, TX May 2017 - Current < 1
Jessica Swinea Cattle Company Dallas, TX Jul 2016 - Current 1
J.p. Morgan Securities LLC Wichita Falls, TX Feb 2015 - Jan 2018 2
Amway Abiline, TX May 2017 - Nov 2017 < 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: 800-851-8845
Firm Website: http://www.kenfisher.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    71,790
    MILLIONS
  • Total Number of Accounts
    65,848
    ACCOUNTS
  • Average Account Value
    $1,090,233
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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

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