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Jordan Taylor Swigart

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Salem, OR

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-12
CA RA APPROVED 2023-05-11
  • TX RA
    APPROVED
    Since 2024-04-12
  • CA RA
    APPROVED
    Since 2023-05-11

Branch Locations

1255 Lee St Se, Salem, OR 97302 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 09/2022 Present
Fullerton Free Church Fullerton CA 02/2017 08/2022
Biola University La Mirada CA 08/2013 05/2017
Booster Enterprise Alpharetta GA 10/2021 10/2021
Bank Of America N.A. Brea CA 01/2023 Present
  • 09/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Brea, CA
  • 02/2017 → 08/2022
    Fullerton Free Church
    Fullerton, CA
  • 08/2013 → 05/2017
    Biola University
    La Mirada, CA
  • 10/2021 → 10/2021
    Booster Enterprise
    Alpharetta, GA
  • 01/2023 → Present
    Bank Of America N.A.
    Brea, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-10
  • S66 Uniform Combined State Law Examination
    2023-05-10

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC

Other Investors

MICHAEL SCOTT CAPRAI
Caitlin Marie Davis
KEVIN LEE BENEFIEL
John Daryl Acosta Bernardio
DAVID JOHN WRIGHT
YORK APARICIO MENDOZA
JASON H HARRIS
Chad Michael Wright

Other Offices

LPL FINANCIAL LLC · SALEM, OR
EDWARD JONES · SALEM, OR
J.P. MORGAN SECURITIES LLC · SALEM, OR
LPL FINANCIAL LLC · SALEM, OR
STIFEL, NICOLAUS & COMPANY, INCORPORATED · SALEM, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Salem, OR
KEUDELL MORRISON WEALTH MANAGEMENT, LLC · SALEM, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Salem, OR

More in Salem, OR

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