Jason Andrew Sweitzer

Current Employers

Employment History

• 06/2000 → 02/2021
  First United Bank
  Mchenry, MD
• 10/2000 → 02/2021
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2014 → 02/2021
  Cetera Investment Advisers Llc
  Mchenry, MD
• 02/2021 → Present
  Ameriprise Financial Services, Llc
  Harrisonburg, VA

Previous Registrations

• 2014-01-21 → 2021-02-12
  Cetera Investment Advisers Llc
  Cumberland, MD
  Mchenry, MD
• 2005-01-03 → 2014-01-21
  Cetera Investment Services Llc
  Morgantown, WV
  Cumberland, MD
  Mchenry, MD
  Morgantown, WV
  Cumberland, MD
  Mchenry, MD

Other Businesses

Business Ownership; GKE1804, LLC; Estate Planning Vehicle for Sweitzer Family; Estate Planning Vehicle for Sweitzer Family; 113 Jubb Meadows Lane, , Oakland, MD, 21550; Not Investment-Related; 06/01/2014; 0 hours per month; 0 during trading hours / North Hills, LLC; Generate ideas as to opportunities to develop raw real estate; Development of raw real estate; 317 East Oak Street, , Oakland, MD, 21550; Investment-Related; 03/01/2013; 1 to 9 hours per month; 1 to 9 during trading hours / CFI Management Group; Co-owner; Manage Ameriprise Business; 7001 Heritage Village Plaza, Suite 240, Gainesville, VA, 20155; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours / GKE23, LLC; Holding Entity for Jason A. Sweitzer, Ameriprise Financial Advisor; Holding pass through entity for Ameriprise Financial Advisor Practice; 221 Randall Way, , Oakland, MD, 21550; Investment-Related; 02/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Frostburg State University Foundation; Board Member; 20 East Main Street, , Frostburg, MD, 21532; Investment-Related; 08/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; CFI Management Group, LLC; Co-owner; Manage advisory business; 20768 Garrett Hwy, PO Box 615, Oakland, MD, 21550; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-20
• S63 Uniform Securities Agent State Law Examination
  2000-12-27

Designations