Jeffrey Swartzentruber
Jeffrey Swartzentruber is a registered investment advisor at &partners, based in Nashville, TN, with 35 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
40 Burton Hills Blvd, Suite 350, Nashville, TN, 37215
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Jeffrey is the owner of Swartzentruber Wealth Management LLC, which was used for business activities as an independent with Wells Fargo FiNet. While affiliated with &Partners, all activities will cease, but the LLC shell will remain, taking about 10-20% of Jeffrey's time.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Uvest Financial Services Group, INC.Broker
Invest Financial CorporationBroker
The Investment Center, INC.Broker
Next Advisors INC.Broker
Vista Financial Services CorporationBroker
Centennial Securities Company, INC.Broker
Smith Barney Shearson INC.Broker
Olde Discount CorporationBroker
First Investors CorporationBroker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.