Casey
Swartz

Edward Jones

CRD#6267137
Investment Advisor
in Tempe, AZ

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About this Advisor

Casey Swartz is an investment advisor based in Tempe, Arizona. Currently an investment advisor with Edward Jones, they have accumulated 12 years of professional experience in the financial advisory industry. Swartz holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Swartz can work with clients based out of Arizona. Their career trajectory has included roles at Full Time Student, Edward Jones, 24 Hour Fitness, Ymca, Curves For Women and Windom Country Club. Edward Jones is based out of Tempe, Arizona, and has 12,884 other offices in the country. In total, Edward Jones oversees $312 billion in assets throughout 2,500,304 accounts and employs more than 23,510 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8620 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Casey Swartz Work History

Casey has 12 years of experience.

2013 - Present (6 years)

Edward Jones

2012 - 2013 (1 year)

24 Hour Fitness

2012 - 2012 (< 1 year)

Ymca

2010 - 2011 (1 year)

Curves For Women

2008 - 2012 (4 years)

Full Time Student

2006 - 2010 (4 years)

Windom Country Club

Disclosures

Casey Swartz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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