Jessi Swaim, Cfp(R), Cepa

Jessi Swaim, Cfp(R), Cepa Email and Phone Number

Advisor at Gilbert & Cook, Inc. @ Gilbert & Cook, Inc
west des moines, iowa, united states
Jessi Swaim, Cfp(R), Cepa's Location
Des Moines Metropolitan Area, United States
Jessi Swaim, Cfp(R), Cepa's Contact Details

Jessi Swaim, Cfp(R), Cepa work email

Jessi Swaim, Cfp(R), Cepa personal email

About Jessi Swaim, Cfp(R), Cepa

Jessi Swaim, Cfp(R), Cepa is a Advisor at Gilbert & Cook, Inc. at Gilbert & Cook, Inc. They possess expertise in college education planning, insurance strategies, employee benefits, insurance needs analysis, retirement planning and 25 more skills.

Jessi Swaim, Cfp(R), Cepa's Current Company Details
Gilbert & Cook, Inc

Gilbert & Cook, Inc

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Advisor at Gilbert & Cook, Inc.
west des moines, iowa, united states
Website:
gilbertcook.com
Employees:
22
Jessi Swaim, Cfp(R), Cepa Work Experience Details
  • Gilbert & Cook, Inc
    Advisor
    Gilbert & Cook, Inc Dec 2022 - Present
    West Des Moines, Iowa, United States
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  • Gilbert & Cook, Inc
    Associate Advisor
    Gilbert & Cook, Inc Sep 2020 - Present
    West Des Moines, Iowa, United States
    Gilbert & Cook is dedicated to empowering a unique group of people to live a life of abundance. Navigating through life's many transitions and complex Choices, we provide Clarity and instill the Confidence necessary to make important wealth decisions.Gilbert & Cook offers independent, strategic financial planning services in the areas of retirement and cash flow, investment management, and estate planning.www.GilbertCook.com
    View
  • Axa Advisors, Llc
    Certified Financial Planner(Tm)
    Axa Advisors, Llc Sep 2016 - Sep 2020
    West Des Moines, Iowa
    View
  • Iowa Rush Soccer Club
    Coach
    Iowa Rush Soccer Club Aug 2015 - Jul 2017
    Ankeny, Iowa
  • Harris Associates
    Portfolio Associate
    Harris Associates Nov 2013 - Jul 2015
    View
  • J.P. Morgan
    Registered Associate
    J.P. Morgan Sep 2011 - Nov 2013
    Chicago, Il
    View
  • Morgan Stanley Smith Barney
    Registered Associate
    Morgan Stanley Smith Barney Jun 2010 - Sep 2011
    Riverwoods, Il
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  • Morgan Stanley Smith Barney
    Financial Advisor Associate & Registered Client Service Associate
    Morgan Stanley Smith Barney Jul 2007 - Aug 2010
    Columbia, South Carolina Area
    View

Jessi Swaim, Cfp(R), Cepa Skills

College Education Planning Insurance Strategies Employee Benefits Insurance Needs Analysis Retirement Planning Financial Planning Annuities Iras Products Financial Advisory Services 529 Plans Annuity Strategies Financial Services Life Insurance Client Education Mutual Fund Strategies Risk Management 529s Long Term Care Planning Strategies Business Succession Planning Investment Planning Wealth Preservation Strategies Insurance Planning Estate Planning Strategies 401 Rollover Strategies Education Planning Strategies Ira Rollover Strategies 403b 401 Retirement Savings Plans Asset Allocation Strategies

Jessi Swaim, Cfp(R), Cepa Education Details

Frequently Asked Questions about Jessi Swaim, Cfp(R), Cepa

What company does Jessi Swaim, Cfp(R), Cepa work for?

Jessi Swaim, Cfp(R), Cepa works for Gilbert & Cook, Inc

What is Jessi Swaim, Cfp(R), Cepa's role at the current company?

Jessi Swaim, Cfp(R), Cepa's current role is Advisor at Gilbert & Cook, Inc..

What is Jessi Swaim, Cfp(R), Cepa's email address?

Jessi Swaim, Cfp(R), Cepa's email address is js****@****ook.com

What schools did Jessi Swaim, Cfp(R), Cepa attend?

Jessi Swaim, Cfp(R), Cepa attended University Of South Carolina-Columbia, Ames High School.

What skills is Jessi Swaim, Cfp(R), Cepa known for?

Jessi Swaim, Cfp(R), Cepa has skills like College Education Planning, Insurance Strategies, Employee Benefits, Insurance Needs Analysis, Retirement Planning, Financial Planning, Annuities, Iras, Products, Financial Advisory Services, 529 Plans, Annuity Strategies.

Who are Jessi Swaim, Cfp(R), Cepa's colleagues?

Jessi Swaim, Cfp(R), Cepa's colleagues are Nick Waller, Dawn Schneider, Hayden Zeidler, Cfa, Tiffany Miller, Cfp®, Jerit Tripp, Cfp®, Crps®, Cws®, Jarret Sheets, Cfp®, Cpfa®, Evan Owen.

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