Jeffrey Swarts is a CFP-designated registered investment advisor at Veta Investment Partners, LLC, based in Lawrence, KS, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4801 Quail Crest Place, Lawrence, KS, 66049
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Veta Investment Partners, LLC
Previous Registrations
American Century Brokerage, INC.Broker
American Century Investment Services INC.Broker
State Registrations2 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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