Jerry Scott Swiney

Employer firm

Park Square Financial Group LLC CRD 332268

$219M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 08/2019
  Fsc Securities Corp
  Atlanta, GA
• 08/2019 → 09/2024
  Lion Street Financial
  Hoover, AL
• 08/2019 → 09/2024
  Csenge Advisory Group, Llc
  Clearwater, FL
• 05/2016 → 08/2019
  Fsc Securities
  Birmingham, AL
• 05/2016 → Present
  Park Square Financial Group, Llc
  Rosewell, GA
• 09/2024 → Present
  Park Square Financial Group
  Roswell, GA

Previous Registrations

• 2019-09-06 → 2024-09-18
  Csenge Advisory Group, Llc
  Clearwater, FL
  Hoover, AL
• 2016-05-24 → 2019-09-06
  Fsc Securities Corporation
  Hoover, AL
  Milton, GA
  Birmingham, AL
• 2016-05-13 → 2016-05-26
  Signator Investors, Inc.
  Charlotte, NC
  Hoover, AL
• 2010-09-28 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Birmingham, AL
  Charlotte, NC
  Hoover, AL
• 2001-04-27 → 2010-10-06
  Equitable Advisors, Llc
  Birmingham, AL
  Birmingham, AL

Other Businesses

1) PARK SQUARE FINANCIAL GROUP POSITION: Owner NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2016 ADDRESS: 3100 Lorna Rd, hoover AL 35216, United States DESCRIPTION: Advice associated with clients and client management TIME SPENT: 10 HOURS/WEEK 2) INSURANCE AGENT POSITION: LICENSED INSURANCE AGENT, VARIOUS CARRIERS DESCRIPTION: PROVIDE INSURANCE PRODUCTS TIME SPENT: 10 HOURS PER WEEK 3) JSS FINANCIAL POSITION: MANAGING MEMBER DESCRIPTION: ENTITY USED FOR OWNERSHIP OF INVESTMENT ADVISORY FIRM, PARK SQUARE FINANCIAL GROUP, LLC TIME SPENT: 1 HOUR PER WEEK

Exams

• S66 Uniform Combined State Law Examination
  2001-01-25

Designations

• Certified Financial Planner

Other Names

• Jerry S Swiney