Casey
Swartz

Edward Jones

CRD#6267137
Investment Advisor
in Tempe, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66

Years of Experience

14 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

8333 South River Parkway
Tempe, AZ 85284

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2013 - Present (7 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

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started