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Jack Wendell Swenson

SWENSON JACK WENDELL·WESTON, Massachusetts
SWENSON JACK WENDELL
30 COLPITTS RD, WESTON, MA 02493CRD# 4343611Firm CRD# 109465

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jack Wendell Swenson · WESTON, MA
Registration
CRD #4343611 · SWENSON JACK WENDELL
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jack Wendell Swenson is a registered financial advisor based in WESTON, Massachusetts, affiliated with SWENSON JACK WENDELL. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SWENSON JACK WENDELL
J.W. SWENSON INVESTMENT COUNSEL
AUM
$55M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SWENSON JACK WENDELL →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4343611
Firm CRD# 109465
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jack Wendell Swenson offer?
Jack Wendell Swenson specializes in Investment Management. Contact their office in WESTON, Massachusetts for a consultation.
What are Jack Wendell Swenson's credentials?
Jack Wendell Swenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jack Wendell Swenson located?
Jack Wendell Swenson is based in WESTON, Massachusetts, working with SWENSON JACK WENDELL. Their office serves clients in the WESTON metropolitan area and surrounding communities.
How does Jack Wendell Swenson charge for services?
Jack Wendell Swenson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWENSON JACK WENDELL?
SWENSON JACK WENDELL has approximately 1 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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