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About this Advisor
Christopher Swartz is a financial advisor operating out of Tempe, Arizona, who has 11 years of financial industry experience. Swartz is an advisor for Edward Jones. Over the course of their career, Swartz has held roles at Edward Jones Investments, Globaltranz, Full-Time Education, The Boeing Company, Us Airways, Imacoyote, Pine Cove Christian Camps and Peoria Unified School District. Swartz maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. Edward Jones is a financial advisory business that has its headquarters in Tempe, Arizona. The firm has offices in 13,586 locations and a total of 23,408 advisors. It has $329 billion in total assets between its 3,047,151 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 958 charitable organizations. Of its 3,047,151 client accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Edward Jones offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely depend on which services are offered. Fees charged by Edward Jones most likely include 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
Christopher Swartz Work History
Christopher has 12 years of experience.
Edward Jones Investments
Edward Jones Investments
The Boeing Company
Pine Cove Christian Camps
Peoria Unified School District
Christopher Swartz has no disclosures.
Please visit their SEC profile for more details.
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