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Inactive

Jack Alexander Switzer

Planning Works Advisory, Inc.

Austin, TX

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Current Employers
Planning Works Advisory, Inc.

7719 Wood Hollow Drive Ste 216, Austin, TX 78731 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-18
  • TX RA
    APPROVED
    Since 2025-08-18

Branch Locations

7719 Wood Hollow Drive Ste 216, Austin, TX 78731 • 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
N/A Austin TX 08/2014 05/2022
Fastenal Company Fayetteville AR 04/2021 06/2022
Pam Transport Inc. Springdale AR 06/2022 01/2023
J.B. Hunt Transport Lowell AR 01/2023 05/2025
Planning Works Advisory, Inc. Austin TX 06/2025 Present
  • 08/2014 → 05/2022
    N/A
    Austin, TX
  • 04/2021 → 06/2022
    Fastenal Company
    Fayetteville, AR
  • 06/2022 → 01/2023
    Pam Transport Inc.
    Springdale, AR
  • 01/2023 → 05/2025
    J.B. Hunt Transport
    Lowell, AR
  • 06/2025 → Present
    Planning Works Advisory, Inc.
    Austin, TX
Other Businesses

Employee of Planning Works, Inc., a separate legal entity for accounting and tax purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-16
  • S65 Uniform Investment Adviser Law Examination
    2025-08-16
Other Names
  • Jack A. Switzer

View on SEC IAPD

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LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

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Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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