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About this Advisor
Casey Swartz is a financial advisor operating in Tempe, Arizona, who has been in the industry for 13 years. Swartz is on the advisory team at Edward Jones. Over the course of their career, they have held roles at Edward Jones, 24 Hour Fitness, Ymca, Full Time Student, Curves For Women and Windom Country Club. Swartz has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona. Edward Jones is a financial advisory firm headquartered in Tempe, Arizona. The firm has offices in 13,586 locations and a total of 23,408 people on staff. It handles $329 billion in assets under management among its 3,047,151 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 958 charitable organizations. Of its 3,047,151 customer accounts, just 9% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on which service is provided. However, fee types charged by Edward Jones likely include some combination of asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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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 14 years of experience.
24 Hour Fitness
Curves For Women
Full Time Student
Windom Country Club
Casey Swartz has no disclosures.
Please visit their SEC profile for more details.
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