Jordan S Swift

Current Employers

Employment History

• 12/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake Village, CA
• 01/2015 → Present
  Bank Of America, N.A.
  Westlake Village, CA

Other Businesses

I*: 2078263Entity Type: Entity For ProfitName of OBA: Happy Hippo Bakery, LLCAddress: Simi Valley, CA 93065Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 11/09/2024Number of Hours: 6 hrs wklyNumber of Hours during trading: 0 Duties: Always gluten-free home baked goodsI*1734269, Entity Type: Entity Charitable, Name of OBA: Westminster Presbyterian Church, Address: Westlake Village, California, 91361, Investment Related: N, Position, Title, Association: ["Other"], Employee State Date: 02/26/2025, No Hours: 6 Weekly, No Hours during Trading: 0 Weekly, Duties: Help with children/family ministry and outreach, and vote on items during session meetings. Checks required dual signatures and the finance committee nominated myself and one other person to be the back-up signers in case 2 of the 3 current signers are out at the same time. I won't be able to sign alone, and will only be asked to sign as the 2nd signature if needed. I*2919275 Entity Type: For Profit Name of OBA: C.P.S. Living Trust Address:Simi Valley California Investment Related:No Position, Title, Association:Owner Start Date:09/26/2025 No Hours: 4 Weekly No Hours during trading:1 Weekly Duties:Executor & sole trustee of the estate Manage 2 rental properties and also the cash account that is already here at Merrill, as executor.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-13

Other Names

• Jordan Swift