Jared Robert Sweitzer

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2003 → Present
  Camelback Retirement Planners
  Phoenix, AZ
• 09/2003 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Selling fixed insurance under name Camelback Retirement Planners, conducted at branch, investment related. 2. Jared R. Sweitzer, CFP, LLC., managing member and owner of entity created to process expenses of securities business, conducted at branch, investment related. 3. 33% Owner, Shycus LLC, a Private Entity established to process expenses of securities business and receive rent; ; Located at 2720 East Camelback Road, Suite 200, Phoenix, AZ 85016, as of 01/01/2018; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-10-04

Designations

• Certified Financial Planner