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Jesse D Sweet

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
732 clients
Average Client Portfolio
$500K average
Assets Under Management
$366.3M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

250 E. 96th Street, Suite 200, Indianapolis, IN, 46240

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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.

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Other Business Activities

Jesse operates his LPL business through Midwest Financial Group, Inc. and Midwest Financial Advisors, Inc., dedicating full-time hours to these activities. He also provides investment advisory services through Charter Advisory Corporation, spending a few hours per week on this activity.

Employment History
Current Registrations
Charter Advisory Corporation
April 2025 - Present · 10 mos
LPL Financial LLCBroker
August 2024 - Present · 1 yr 6 mos
State Registrations11 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jesse D Sweet - Financial Advisor | TrueAdvisor