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Saige Nels Swan

Edward Jones

Salem, OR

CRD 6797524

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-09
OR RA APPROVED 2022-03-11
  • TX RA
    APPROVED
    Since 2022-09-09
  • OR RA
    APPROVED
    Since 2022-03-11

Branch Locations

695 Commercial St S E Suite 110, Salem, OR 97301 • 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
Enterprise Rent A Car Salem OR 10/2020 11/2021
Bankers Life Salem OR 06/2018 09/2019
Unemployed Salem OR 06/2020 09/2020
Edward Jones Brookings OR 05/2017 10/2018
Full Time Student Salem OR 08/2016 05/2020
Edward Jones Salem OR 11/2021 Present
  • 10/2020 → 11/2021
    Enterprise Rent A Car
    Salem, OR
  • 06/2018 → 09/2019
    Bankers Life
    Salem, OR
  • 06/2020 → 09/2020
    Unemployed
    Salem, OR
  • 05/2017 → 10/2018
    Edward Jones
    Brookings, OR
  • 08/2016 → 05/2020
    Full Time Student
    Salem, OR
  • 11/2021 → Present
    Edward Jones
    Salem, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-10
  • S66 Uniform Combined State Law Examination
    2022-03-10

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Nearby Investors

MICHAEL SCOTT CAPRAI
Caitlin Marie Davis
KEVIN LEE BENEFIEL

Nearby Offices

LPL FINANCIAL LLC · SALEM, OR
EDWARD JONES · SALEM, OR
J.P. MORGAN SECURITIES LLC · SALEM, OR

More in Salem, OR

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