Jeffrey
Swygert

Cambridge Investment Research Advisors, Inc

CRD#2421581
Investment Advisor
in Atlanta, GA
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About this Advisor

Jeffrey Swygert is a certified financial planner based in Atlanta, Georgia, who has been in the advisory business for 28 years. Swygert is on the advisory team at Cambridge Investment Research Advisors, Inc. Swygert has gained experience at Cambridge Investment Research Advisors, Inc, Fuller & Co, Mutual Service Corporation and Cambridge Investment Research, Inc. Swygert has a Series 63 license, which qualifies them as a securities representative, and is approved to serve investors in Georgia and Texas. Cambridge Investment Research Advisors, Inc is a registered investment company that has its headquarters in Atlanta, Georgia. The firm has offices in 1,728 locations and a total of 2,672 employees. It manages $40 billion in assets under management among its 225,374 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 175 charitable organizations. Of its 225,374 customer accounts, just 7% are associated with high-net-worth clients who have at least $1 million in investable assets. Cambridge Investment Research Advisors, Inc offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Cambridge Investment Research Advisors, Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

5909 Peachtree Dunwood Rd Ste 450
Atlanta, GA 30328

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

GA Average: $9,259,360,772
Total Number of Employees

2,857

GA Average: 166
Total Number of Accounts

276,236

GA Average: 7,189
Average Account Size

$160,469

GA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Jeffrey Swygert Work History

Jeffrey has 28 years of experience.

2009 - Present (10 years)

Cambridge Investment Research Advisors, Inc

2009 - Present (10 years)

Cambridge Investment Research, Inc

1993 - 2009 (16 years)

Mutual Service Corporation

1990 - Present (29 years)

Fuller & Co

Disclosures

Jeffrey Swygert has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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