Jeffrey Swarr is a registered investment advisor, based in Charlotte, NC, with 14 years of industry experience.
Location
9300 Harris Corners Parkway, Suite 105, Charlotte, NC, 28269
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a Ministry Coordinator at Mount Joy Church of God, overseeing children's ministry, small groups, and special events since August 2023. He dedicates a few hours per week to this activity during both business and non-business hours.
Employment History
Current Registrations
Alight Financial Solutions, LLCBroker
Alight Financial Advisors, LLC
Alight Financial Solutions, LLC
Previous Registrations
Santander Securities
Santander Securities LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Metlife Securities INC.
Metlife Securities 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.