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Jennifer Ashley Swindler

Money Illustrated Advisory Services

Bluffdale, UT

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Current Employers
Money Illustrated Advisory Services

Bluffdale, UT • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-16
UT RA APPROVED 2024-09-16
  • TX RA
    APPROVED_RES
    Since 2025-01-16
  • UT RA
    APPROVED
    Since 2024-09-16

Branch Locations

Bluffdale, UT • 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
Vincere Wealth Management, Llc Bluffdale UT 03/2022 04/2024
Facet Wealth Baltimore MD 07/2020 02/2022
Albion Financial Group Salt Lake City UT 06/2019 07/2020
Integrated Financial Group South Jordan UT 01/2019 06/2019
Utah Valley Unversity Orem UT 01/2015 08/2019
Kelly Education Provo UT 01/2015 12/2016
Money Illustrated, Llc Bluffdale UT 05/2024 Present
  • 03/2022 → 04/2024
    Vincere Wealth Management, Llc
    Bluffdale, UT
  • 07/2020 → 02/2022
    Facet Wealth
    Baltimore, MD
  • 06/2019 → 07/2020
    Albion Financial Group
    Salt Lake City, UT
  • 01/2019 → 06/2019
    Integrated Financial Group
    South Jordan, UT
  • 01/2015 → 08/2019
    Utah Valley Unversity
    Orem, UT
  • 01/2015 → 12/2016
    Kelly Education
    Provo, UT
  • 05/2024 → Present
    Money Illustrated, Llc
    Bluffdale, UT
Previous Registrations
  • 2022-04-07 → 2024-05-13
    Vincere Wealth Management, Llc
    Bluffdale, UT
    Indianapolis, IN
Designations
Other Names
  • Jen Swindler
  • Jennifer Lee Swindler

View on SEC IAPD

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