Jerry
Swank
Nxg Investment Management
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About this Advisor
Jerry Swank is a financial advisor based in Dallas, Texas, working with Nxg Investment Management. Jerry has previously held a position at Cushing Asset Management, Lp. Jerry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jerry is part of Nxg Investment Management, which operates out of Dallas, Texas. The firm has 10 employees and manages assets totaling $1.1 billion. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. The fee structure at Nxg Investment Management includes asset-based and performance-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Nxg Investment Management Brokerage Details
$1,109,652,606
10
21
$52,840,600
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Jerry Swank Work History
Cushing Asset Management, Lp
Disclosures
Please visit the SEC profile of Jerry Swank 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 Nxg Investment Management
Dallas, TX
Dallas, TX
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