Courtney Noelle Swayze

Employer firm

Jnba Financial Advisors, LLC CRD 106550

$2.01B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2020 → 03/2021
  Unemployed
  Minneapolis, MN
• 04/2015 → 10/2017
  The Sweet Retreat Cupcake Boutique
  Minneapolis, MN
• 12/2017 → 05/2018
  Braun Renovation
  Chicago, IL
• 06/2018 → 07/2019
  Lost Larson
  Chicago, IL
• 07/2019 → 08/2020
  Coleman & Associates
  Chicago, IL
• 04/2021 → Present
  Jnba Financial Advisors
  Minneapolis, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-12