Jamie Lynn Wisecarver

Swbc Investment Company

18 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Swbc Investment Company

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

406 clients

Average Client Portfolio

$565K average

Assets Under Management

$229.2M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

9311 San Pedro Avenue, Suite 600, San Antonio, TX, 78216-4459

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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.

Other Business ActivitiesSells Insurance

Jamie is an IAR of SWBC Investment Company and a licensed insurance agent conducting insurance sales for SWBC.

Employment History

Current Registrations

Swbc Investment Company

May 2019 - Present · 6 yrs 9 mos

Swbc Investment Services, LLCBroker

May 2019 - Present · 6 yrs 9 mos

Previous Registrations

Advisors Asset Management, INC.Broker

June 2008 - May 2019 · 10 yrs 11 mos

Advisors Asset Management, INC.

June 2008 - May 2019 · 10 yrs 11 mos

TD Ameritrade, INC.

August 2007 - June 2008 · 10 mos

Amerivest Investment Management, LLC

August 2007 - June 2008 · 10 mos

TD Ameritrade, INC.Broker

July 2007 - June 2008 · 11 mos

Fixed Income Securities, LPBroker

March 2007 - July 2007 · 4 mos

State Registrations12 states

ARCACOFLILLAMIMONCORTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.