linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jack William Swingle

Russell Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jack? Claim Your Profile

About Jack William Swingle

Jack William Swingle is an investment advisor representative with Russell Investments in Brookfield, Wisconsin. Jack William Swingle has been in the securities industry since 2020. Jack William Swingle is registered to provide investment advice in Iowa, Indiana, Kentucky, Ohio, Oklahoma, Texas, Washington, and Wisconsin. Jack William Swingle also holds the Series 63, 66, and 7 licenses.

Firm Information

Jack Swingle is currently registered with Russell Investments. Russell Investments is a Seattle-based investment firm with over $5 trillion in regulatory assets under management. They provide portfolio management services for individuals, businesses, investment companies, pooled investment vehicles, and pension plans. They also offer selection of other advisors and pension consulting.
Russell Investments

1301 SECOND AVENUE

SEATTLE, WA 98101

$52.48B

Assets Under Management

Not reported

Total Clients

71

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

% of revenue/intracompany agrmts and % of assets/advsmt

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jack Swingle’s Registration & Firm History

WI

03/18/2022 - Present

Russell Investments (Brookfield WI)

IA

09/04/2020 - 02/15/2022

SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)

Not sure if Jack William Swingle is right for you?

Licenses & Designations

BOTH

Issued 03/18/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/04/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/07/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack William Swingle.
Not sure if Jack William Swingle is right for you?