Christopher
Swartz

Edward Jones

CRD#6643302
Investment Advisor
in Tempe, AZ

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About this Advisor

Christopher Swartz is an advisor whose office is in Tempe, Arizona. Currently an advisor with Edward Jones, they have accrued 10 years of experience as a registered advisor. Swartz has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Swartz can work with customers based out of Arizona. During their career, Swartz has held roles at Globaltranz, Full-Time Education, Pine Cove Christian Camps, Edward Jones Investments, Imacoyote, The Boeing Company and Us Airways. Edward Jones is located in Tempe, Arizona, and operates out of 12,884 additional offices in the United States. As an advisor firm, Edward Jones manages $312 billion in assets throughout 2,500,304 client accounts and retains more than 23,510 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

8640 S 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

Christopher Swartz Work History

Christopher has 10 years of experience.

2017 - Present (2 years)

Edward Jones Investments

2017 - 2017 (< 1 year)

Globaltranz

2016 - 2016 (< 1 year)

Full-Time Education

2016 - 2016 (< 1 year)

Edward Jones Investments

2015 - 2015 (< 1 year)

The Boeing Company

2015 - 2016 (1 year)

Full-Time Education

2014 - 2015 (1 year)

Us Airways

2013 - 2013 (< 1 year)

Pine Cove Christian Camps

2010 - 2012 (2 years)

Peoria Unified School District

2009 - 2014 (5 years)

Imacoyote

2008 - 2010 (2 years)

Full-Time Education

Disclosures

Christopher 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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