Unclaimed Profile

Jesse Louis Bookheim

SWIFT CAPITAL PARTNERS, LLC.·LAS VEGAS, Nevada

Series 7, Series 63, Series 6510 years registeredSWIFT CAPITAL PARTNERS, LLC.

8250 WEST CHARLESTOWN BLVD # 120, LAS VEGAS, NV 89117CRD# 5512326Firm CRD# 284255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jesse Louis Bookheim · LAS VEGAS, NV

Registration

CRD #5512326 · SWIFT CAPITAL PARTNERS, LLC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SWIFT CAPITAL PARTNERS, LLC.

SWIFT CAPITAL PARTNERS

Jan 2017 – Feb 2018

San Marcos, CA

SWIFT CAPITAL PARTNERS

Jul 2016 – Dec 2016

CHEYENNE, WY

SWIFT CAPITAL PARTNERS (E.E.)

Jun 2016 – Feb 2018

San Marcos, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 24, 2016

Years registered · 10

Disclosure History

2008Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SWIFT CAPITAL PARTNERS, LLC.

CRD 284255 · SEC 801-107985

Employees

Total firm employees

Services offered by SWIFT CAPITAL PARTNERS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SWIFT CAPITAL PARTNERS, LLC. →

Introduction

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Frequently Asked Questions

What services does Jesse Louis Bookheim offer?

Jesse Louis Bookheim specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Jesse Louis Bookheim's credentials?

Jesse Louis Bookheim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jesse Louis Bookheim located?

Jesse Louis Bookheim is based in LAS VEGAS, Nevada, last registered with SWIFT CAPITAL PARTNERS, LLC..

How does Jesse Louis Bookheim charge for services?

Jesse Louis Bookheim's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SWIFT CAPITAL PARTNERS, LLC.?

SWIFT CAPITAL PARTNERS, LLC. is a registered investment adviser with the SEC. See their Form ADV for full details.

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