Jeffrey
Swarr
Alight Financial Advisors, LLC
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About this Advisor
Jeffrey Swarr is a financial advisor working in Charlotte, North Carolina, with 3 years of relevant experience. Swarr is on the advisory team at Alight Financial Advisors, LLC. During their career, the advisor has held roles at Thrivent Financial For Lutherans, Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Santander Bank, Na, Santander Securities, LLC, Alight Financial Advisors and Thrivent Investment Management Inc. Swarr maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in North Carolina and Pennsylvania. Alight Financial Advisors, LLC is a financial advisory business that has its headquarters in Charlotte, NC. The firm has a total of 60 financial advisors. It administers $31 billion in assets across its 238,735 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Alight Financial Advisors, LLC likely are comprised of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alight Financial Advisors, LLC Brokerage Details
$30,803,228,222
60
238,735
$129,027
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jeffrey Swarr Work History
Jeffrey has been registered as a financial advisor for 3 years.*
Alight Financial Advisors
Penn Mutual Life Insurance Co
Hornor Townsend & Kent Inc
Santander Bank, Na
Santander Securities, LLC
Thrivent Financial For Lutherans
Thrivent Financial For Lutherans
Thrivent Investment Management Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Swarr 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 Alight Financial Advisors, LLC
Charlotte, NC
Saint Petersburg, FL
Waco, TX
Charlotte, NC
Charlotte, NC
Lincolnshire, IL
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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