Jerry Swiney
Jerry Swiney is a CFP-designated registered investment advisor at Park Square Financial Group LLC, based in Hoover, AL, with 25 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 430 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum annual fee is 2.35% of assets under management. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
Hoover, AL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2026Other Business ActivitiesSells Insurance
Jerry is the owner of Park Square Financial Group, spending full-time hours on client advice and management. He is also a licensed insurance agent, dedicating a few hours per week to providing insurance products, and a managing member of JSS Financial, spending minimal time on it.
Employment History
Current Registrations
Park Square Financial Group LLC
Previous Registrations
Csenge Advisory Group, LLC
Lion Street Financial, LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 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.
Exams
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