Chad Swanson

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:

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

Current Employers

Employment History

• 07/2018 → Present
  Edward Jones
  St Louis, MO
• 01/2014 → 06/2018
  Southwest Products
  Surprise, AZ

Other Businesses

"Rental Property Litchfield Park, AZ Start date: 1/1/2014 Landlord Hours per week: 0 Hours during trading: 0 Landlord for rental property, property manager."

Exams

• S66 Uniform Combined State Law Examination
  2018-11-10

Other Names

• Chad Edward Swanson