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Jane Swartz

9 Years of Experience
Clarksville, TN
Broker

Jane Swartz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clarksville, TN, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2540 Madison Ave, Suite C, Clarksville, TN, 37043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jane works as an associate/employee for Struble Financial Group, performing assistant duties. She dedicates minimal time to this non-investment related support company.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2016 - Present · 9 yrs 10 mos
Raymond James Financial Services, INC.Broker
May 2016 - Present · 10 yrs 4 mos
State Registrations18 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Jane Swartz - Financial Advisor | TrueAdvisor