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Jonathan Bruce Swatts

Edward Jones

Griffin, GA

CRD 7256796

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-06
GA RA APPROVED 2020-08-31
  • TX RA
    APPROVED
    Since 2025-11-06
  • GA RA
    APPROVED
    Since 2020-08-31

Branch Locations

116 West Taylor St, Griffin, GA 30223 • 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
Edward Jones St Louis MO 06/2020 Present
Calcasieu Area Council Lake Charles LA 06/2015 06/2020
  • 06/2020 → Present
    Edward Jones
    St Louis, MO
  • 06/2015 → 06/2020
    Calcasieu Area Council
    Lake Charles, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-27
  • S66 Uniform Combined State Law Examination
    2020-08-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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