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Peter Jordan Swan

Managed Asset Portfolios, LLC

Rochester, MI

Leander, TX

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Current Employers
Managed Asset Portfolios, Llc

950 W. University, Suite 100, Rochester, MI 48307 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-04-20
  • TX RA
    APPROVED
    Since 2010-04-20

Branch Locations

950 W. University, Suite 100, Rochester, MI 48307 • United States

Leander, TX • 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
Managed Asset Portfolios Rochester MI 05/2002 Present
  • 05/2002 → Present
    Managed Asset Portfolios
    Rochester, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-27
S63 Uniform Securities Agent State Law Examination 1993-06-02
  • S65 Uniform Investment Adviser Law Examination
    2003-01-27
  • S63 Uniform Securities Agent State Law Examination
    1993-06-02

View on SEC IAPD

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LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
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ROBERT ALAN RUBARTH
KEVIN JOSEPH VAN DE STEENE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · ROCHESTER, MI
CLARKSTON CAPITAL PARTNERS, LLC · ROCHESTER, MI
SOLYCO CAPITAL LLC · ROCHESTER, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCHESTER, MI
LPL FINANCIAL LLC · ROCHESTER, MI
OSAIC WEALTH, INC. · Rochester, MI
J.P. MORGAN SECURITIES LLC · Rochester, MI
J.P. MORGAN SECURITIES LLC · ROCHESTER, MI

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