Jennifer
Swindler

Vincere Wealth Management, LLC

CRD#7520540
Investment Advisor
in Bluffdale, UT

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About this Advisor

Jennifer Swindler is a certified financial planner based out of Bluffdale, Utah with a total of 1 year of industry experience. Swindler works at Vincere Wealth Management, LLC. Their career trajectory has included roles at Vincere Wealth Management, LLC, Facet Wealth, Albion Financial Group, Integrated Financial Group, Utah Valley Unversity, Kelly Education, Church Of Jesus Christ Of Latter-Day Saints and Utah Valley University. Swindler is able to operate in Texas and Utah. Vincere Wealth Management, LLC is a registered investment company that has its headquarters in Indianapolis, IN. The investment advisory business has offices in five locations and a total of 10 employees. It manages $44 million in total assets between its 555 accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 555 client accounts, 29% are associated with high-net-worth investors who have at least $1 million in investable assets. Vincere Wealth Management, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually are based on which services the firm provides the client. Fees charged by Vincere Wealth Management, LLC most likely include any combination of asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Bluffdale, UT

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Vincere Wealth Management, LLC Brokerage Details

Total Assets Under Management

$43,772,976

UT Average: $1,347,246,178
Total Number of Employees

10

UT Average: 46
Total Number of Accounts

555

UT Average: 1,775
Average Account Size

$78,870

UT Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jennifer Swindler Work History

Jennifer has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Vincere Wealth Management, LLC

2020 - 2022 (2 years)

Facet Wealth

2019 - 2020 (1 year)

Albion Financial Group

2019 - 2019 (< 1 year)

Integrated Financial Group

2015 - 2019 (4 years)

Utah Valley Unversity

2015 - 2016 (1 year)

Kelly Education

2013 - 2015 (2 years)

Church Of Jesus Christ Of Latter-Day Saints

2011 - 2013 (2 years)

Utah Valley University

*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 Jennifer Swindler 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 Vincere Wealth Management, LLC

Joshua Bennett
Indianapolis, IN
Jennifer Swindler
Bluffdale, UT
Peter Uihlein
Indianapolis, IN
Steinar Jewett
Indianapolis, IN
Travis Buck
Bozeman, MT
Renee Marinez
Denver, CO
Isaiah Douglass
Indianapolis, IN
Meredith Jones
Indianapolis, IN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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