Jessica Swaim is a CFP-designated registered investment advisor at Gilbert & Cook, INC., based in West Des Moines, IA, with 16 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 840 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gilbert & Cook offers investment advisory services tailored to each client's financial situation and goals. They determine an appropriate asset allocation based on the client's objectives, risk tolerance, and time horizon. Investment advisory services are most commonly provided alongside financial planning services. For specific investment management fees, please see the Wrap Fee Platform Brochure.
Location
5058 Grand Ridge Drive, West Des Moines, IA, 50265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gilbert & Cook, INC.
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Harris Associates Securities L.P.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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.