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Jerry Scott Swiney

Park Square Financial Group LLC

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About Jerry Scott Swiney

Jerry Swiney is a financial advisor with Park Square Financial Group LLC. Jerry has been in the industry since December 12, 2000. Jerry's firm provides financial planning and portfolio management services to individuals, high net worth individuals, and pension and profit sharing plans. Jerry is registered in Alabama, Florida, Georgia, Mississippi, New Jersey, Pennsylvania and South Carolina.

Firm Information

Jerry Swiney is currently registered with Park Square Financial Group LLC. Park Square Financial Group LLC is a registered investment advisor based in Roswell, Georgia, offering financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm manages approximately $208 million in assets and has 3 licensed agents, 6 investment advisor representatives, and 6 investment advisory functions. They also participate in a wrap fee program.
Park Square Financial Group LLC

55 PARK SQUARE

ROSWELL, GA 30075

$208.17M

Assets Under Management

Not reported

Total Clients

6

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Jerry Swiney’s Registration & Firm History

GA

09/16/2024 - Present

Park Square Financial Group LLC (ROSWELL GA)

AL

05/24/2016 - 09/06/2019

FSC SECURITIES CORPORATION (BIRMINGHAM AL)

AL

05/13/2016 - 05/26/2016

SIGNATOR INVESTORS, INC. (HOOVER AL)

AL

09/28/2010 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (HOOVER AL)

AL

12/12/2000 - 10/06/2010

AXA ADVISORS, LLC (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 01/25/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/30/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerry Scott Swiney.
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