Jack
Swingle

Russell Investments

CRD#7215872
Investment Advisor
in West Des Moines, IA

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About this Advisor

Jack Swingle is a financial advisor based in West Des Moines, Iowa, working with Russell Investments. Jack has previously held positions at Olive Garden, Drake University, Sammons Retirement Solutions, Enterprise Rent-A-Car, Compass Financial Services, Sammons Financial Network, and Russell Investments. Jack has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa, Oklahoma, Texas, Washington, and Wisconsin. Currently, Jack is part of Russell Investments, which operates out of West Des Moines, Iowa. The firm has 2 offices and 653 employees. The firm manages assets totaling $52.5 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Russell Investments includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

West Des Moines, IA

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Russell Investments Brokerage Details

Total Assets Under Management

$52,480,583,056

IA Average: $3,566,627,242
Total Number of Employees

653

IA Average: 46
Total Number of Accounts

70,944

IA Average: 1,499
Average Account Size

$739,747

IA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jack Swingle Work History

2022 - Present (2 years)

Russell Investments

2020 - 2020 (< 1 year)

Compass Financial Services

2020 - 2022 (2 years)

Sammons Financial Network

2020 - 2022 (2 years)

Sammons Retirement Solutions

2019 - 2019 (< 1 year)

Sammons Retirement Solutions

2018 - 2019 (1 year)

Enterprise Rent-A-Car

2016 - 2019 (3 years)

Drake University

2014 - 2016 (2 years)

Olive Garden

Disclosures

Please visit the SEC profile of Jack Swingle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Russell Investments

Alexander Russo
Seattle, WA
Michael Montemayor
Grapevine, TX
Gregory Grocholski
Milwaukee, WI
Jack Swingle
West Des Moines, IA
Kevin Mcauliffe
Milwaukee, WI
Jeffrey Christiansen
Milwaukee, WI
Martin Roche
Milwaukee, WI
Benjamin L'Empereur
Milwaukee, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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