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Jack Wendell Swenson

SWENSON JACK WENDELL·WESTON, Massachusetts
18 years registeredSWENSON 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 · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: SWENSON JACK WENDELL
J.W. SWENSON INVESTMENT COUNSEL
Jan 2008 – Aug 2018
WESTON, MA
02

Registrations & Exams

Registration record
First registered · January 31, 2008
Years registered · 18
03

Disclosure History

1995Regulatory·Final
1974Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
SWENSON JACK WENDELL
CRD 109465 · SEC 801-10330
AUM
$55M
Regulatory assets under management
Employees
1
134 client accounts
Services offered by SWENSON JACK WENDELL
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SWENSON JACK WENDELL →
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05

Frequently Asked Questions

What services does Jack Wendell Swenson offer?
Jack Wendell Swenson specializes in Investment Management.
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, last registered with SWENSON JACK WENDELL.
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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