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Jamie Lynn Wisecarver

Swbc Investment Company

San Antonio, TX

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Current Employers
Swbc Investment Company

9311 San Pedro Avenue Suite 600, San Antonio, TX 78216-4459 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-21
  • TX RA
    APPROVED
    Since 2019-05-21

Branch Locations

9311 San Pedro Avenue Suite 600, San Antonio, TX 78216-4459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advisors Asset Management Boerne TX 06/2008 05/2019
Swbc Investment Services, Llc San Antonio TX 05/2019 Present
Swbc Investment Company San Antonio TX 05/2019 Present
  • 06/2008 → 05/2019
    Advisors Asset Management
    Boerne, TX
  • 05/2019 → Present
    Swbc Investment Services, Llc
    San Antonio, TX
  • 05/2019 → Present
    Swbc Investment Company
    San Antonio, TX
Previous Registrations
  • 2008-06-19 → 2019-05-21
    Advisors Asset Management, Inc.
    Boerne, TX
  • 2007-08-08 → 2008-06-19
    Td Ameritrade, Inc.
    Boerne, TX
  • 2007-08-08 → 2008-06-19
    Td Ameritrade Investment Management, Llc
    Boerne, TX
Other Businesses

IAR of affiliated RIA - SWBC Investment Company Licensed Insurance Agent conducting Insurance Sales for SWBC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-07
S63 Uniform Securities Agent State Law Examination 2007-07-03
  • S66 Uniform Combined State Law Examination
    2007-08-07
  • S63 Uniform Securities Agent State Law Examination
    2007-07-03
Other Names
  • Jamie Lynn Wisecarver

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
ULRICH INVESTMENT CONSULTANTS

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ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY
JASON MATTHEW PORTER
John David Carrillo
Klinton Chi-Chuen Law
Erik Carl Munson
Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

More in San Antonio, TX

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