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Pegler Jane Swift

Compass Investments LLC

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About Pegler Jane Swift

Jane Swift is a financial professional with over 15 years of experience in the industry. Jane is currently registered with Compass Investments LLC and is also licensed in Oregon. Jane holds a Series 7 and Series 66 license and is a Chartered Financial Consultant. Prior to joining Compass Investments LLC, Jane was associated with Northwestern Mutual Investment Services, LLC. Jane specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Pegler Swift is currently registered with Compass Investments LLC. Compass Investments LLC is an investment advisor based in Pittsburgh, Pennsylvania. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages approximately $76.4 million in assets for 412 clients. They also provide selection of other advisors services.
Compass Investments LLC

2681 SIDNEY STREET

PITTSBURGH, PA 15203

$76.42M

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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Pegler Swift’s Registration & Firm History

PA

01/01/2025 - Present

Compass Investments LLC (PITTSBURGH PA)

OR

04/18/2007 - 07/10/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CORVALLIS OR)

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Licenses & Designations

BOTH

Issued 05/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Pegler Jane Swift.
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