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Judah Joel Sworney

3 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

11925 South 700 East, Draper, UT, 84020

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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 ActivitiesSells Insurance

Judah works as an insurance agent for Sworney and Associates, focusing on prospecting, meeting, and enrolling clients in insurance products. This activity takes Judah a full-time commitment.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
November 2022 - Present · 3 yrs 3 mos
State Registrations2 states
FLGA
Advisor
Exams
No exam information available for this advisor.