Sawyer Swanson

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 11/2022 → 07/2023
  Ameriprise Financial Services, Llc
  New York, NY
• 04/2013 → 09/2022
  Forest Hill Field Club
  Bloomfield, NJ
• 01/2022 → 04/2022
  Equitable Advisors
  Secaucus, NJ
• 10/2022 → 10/2022
  Unemployed
  Nutley, NJ
• 08/2023 → Present
  J.P. Morgan Securities Llc
  Upper Montclair, NJ
• 08/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Upper Montclair, NJ
• 09/2015 → 09/2018
  Swanson Communications
  Washington, DC
• 10/2012 → 06/2018
  Nbc Universal, Inc.
  New York, NY

Previous Registrations

• 2023-05-08 → 2023-08-26
  Ameriprise Financial Services, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-05-04

Other Names

• Sawyer Barton Swanson