Jeremy
Swank

Kestra Advisory Services, LLC

CRD#3168639
Investment Advisor
in Austin, TX
Are you Jeremy Swank? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeremy Swank is an investment advisor who works out of Austin, Texas. Currently an investment advisor with Kestra Advisory Services, LLC, they have accrued 12 years of work experience. Swank holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative. Swank is registered to operate in Ohio. Their career trajectory has included roles at Nfp Advisor Services, LLC, Linsco Private Ledger, Summit Brokerage Services Inc and Summit Financial Group Inc. Kestra Advisory Services, LLC is based out of Austin, Texas, and has 513 additional brick-and-mortar locations in the country. As a company, Kestra Advisory Services, LLC oversees $20 billion in assets across 75,277 accounts and employs more than 1,231 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Kestra Advisory Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Chartered Financial Consultant

Years of Experience

12 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

TX Average: $3,042,739,679
Total Number of Employees

1,291

TX Average: 49
Total Number of Accounts

81,360

TX Average: 2,315
Average Account Size

$267,280

TX Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Jeremy Swank Work History

Jeremy has 12 years of experience.

2016 - Present (3 years)

Nfp Advisor Services, LLC

2010 - 2016 (6 years)

Summit Brokerage Services Inc

2010 - 2016 (6 years)

Summit Financial Group Inc

2006 - 2010 (4 years)

Linsco Private Ledger

Disclosures

Jeremy Swank has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started