Jamie Lynn Wisecarver

Employer firm

Swbc Investment Company CRD 140994

$256M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2008 → 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

• S66 Uniform Combined State Law Examination
  2007-08-07
• S63 Uniform Securities Agent State Law Examination
  2007-07-03

Other Names

• Jamie Lynn Wisecarver