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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
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 12 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.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO