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

Advisor at Gilbert & Cook, Inc. at Gilbert & Cook, Inc
Location: Des Moines Metropolitan Area, United States 8 work roles 2 schools
1 work email found @gilbertcook.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@gilbertcook.com
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Current company
Gilbert & Cook, Inc
Role
Advisor at Gilbert & Cook, Inc.
Location
Des Moines Metropolitan Area, United States
Company size
22 employees

Who is Jessi Swaim, Cfp(R), Cepa? Overview

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Quick answer

Jessi Swaim, Cfp(R), Cepa is listed as Advisor at Gilbert & Cook, Inc. at Gilbert & Cook, Inc, a with 22 employees, based in Des Moines Metropolitan Area, United States. AeroLeads shows a work email signal at gilbertcook.com and a matched LinkedIn profile for Jessi Swaim, Cfp(R), Cepa.

Jessi Swaim, Cfp(R), Cepa previously worked as Advisor at Gilbert & Cook, Inc and Associate Advisor at Gilbert & Cook, Inc. Jessi Swaim, Cfp(R), Cepa holds Bachelor Of Arts (Ba), Psychology, Religious Studies from University Of South Carolina-Columbia.

Company email context

Email format at Gilbert & Cook, Inc

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*@gilbertcook.com
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AeroLeads found 1 current-domain work email signal for Jessi Swaim, Cfp(R), Cepa. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include College Education Planning, Insurance Strategies, Employee Benefits, Insurance Needs Analysis, and 26 others.

Current workplace

Jessi Swaim, Cfp(R), Cepa's current company

Company context helps verify the profile and gives searchers a useful next step.

Gilbert & Cook, Inc
Gilbert & Cook, Inc
Advisor at Gilbert & Cook, Inc.
west des moines, iowa, united states
Website
gilbertcook.com
Employees
22
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Company profile
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8 roles

Jessi Swaim, Cfp(R), Cepa work experience

A career timeline built from the work history available for this profile.

Associate Advisor

Current
Gilbert & Cook, Inc

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

Sep 2020 - Present

Certified Financial Planner(Tm)

Axa Advisors, Llc

West Des Moines, Iowa

Sep 2016 - Sep 2020

Coach

Iowa Rush Soccer Club

Ankeny, Iowa

Aug 2015 - Jul 2017

Registered Associate

J.P. Morgan

Chicago, Il

Sep 2011 - Nov 2013

Financial Advisor Associate & Registered Client Service Associate

Morgan Stanley Smith Barney

Columbia, South Carolina Area

Jul 2007 - Aug 2010
Team & coworkers

Colleagues at Gilbert & Cook, Inc

Other employees you can reach at gilbertcook.com. View company contacts for 22 employees →

LC Linda Cook Linda Cook Colleague at Gilbert & Cook, IncDallas County, Iowa, United States View → RL Ryan Lamoureux Ryan Lamoureux Colleague at Gilbert & Cook, IncWest Des Moines, Iowa, United States View → BG Brandon Grimm, Mba, Cfa Brandon Grimm, Mba, Cfa Colleague at Gilbert & Cook, IncWest Des Moines, Iowa, United States View → DS Dawn Schneider Dawn Schneider Colleague at Gilbert & Cook, IncWaukee, Iowa, United States View → AL Aj Liddell Aj Liddell Colleague at Gilbert & Cook, IncDes Moines Metropolitan Area, United States View → EO Evan Owen Evan Owen Colleague at Gilbert & Cook, IncWest Des Moines, Iowa, United States View → CS Cara Shindler Cara Shindler Colleague at Gilbert & Cook, IncWest Des Moines, Iowa, United States View → MM Michelle Miller Michelle Miller Colleague at Gilbert & Cook, IncDes Moines, Iowa, United States View → WS Wendy S. Stenberg Wendy S. Stenberg Colleague at Gilbert & Cook, IncWest Des Moines, Iowa, United States View → LW Lauren Wilgenbusch Lauren Wilgenbusch Colleague at Gilbert & Cook, IncIndianola, Iowa, United States View →
2 education records

Jessi Swaim, Cfp(R), Cepa education

Bachelor Of Arts (Ba), Psychology, Religious Studies

University Of South Carolina-Columbia

Activities and Societies: Women's Soccer, Student-Athlete Advisory Committee, CHAMPS/LifeSkills

Education record

Ames High School
FAQ

Frequently asked questions about Jessi Swaim, Cfp(R), Cepa

Quick answers generated from the profile data available on this page.

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 Gilbert & Cook, Inc?

Jessi Swaim, Cfp(R), Cepa is listed as Advisor at Gilbert & Cook, Inc. at Gilbert & Cook, Inc.

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

AeroLeads has found 1 work email signal at @gilbertcook.com for Jessi Swaim, Cfp(R), Cepa at Gilbert & Cook, Inc.

Where is Jessi Swaim, Cfp(R), Cepa based?

Jessi Swaim, Cfp(R), Cepa is based in Des Moines Metropolitan Area, United States while working with Gilbert & Cook, Inc.

What companies has Jessi Swaim, Cfp(R), Cepa worked for?

Jessi Swaim, Cfp(R), Cepa has worked for Gilbert & Cook, Inc, Axa Advisors, Llc, Iowa Rush Soccer Club, Harris Associates, and J.P. Morgan.

Who are Jessi Swaim, Cfp(R), Cepa's colleagues at Gilbert & Cook, Inc?

Jessi Swaim, Cfp(R), Cepa's colleagues at Gilbert & Cook, Inc include Linda Cook, Ryan Lamoureux, Brandon Grimm, Mba, Cfa, Dawn Schneider, and Aj Liddell.

How can I contact Jessi Swaim, Cfp(R), Cepa?

You can use AeroLeads to view verified contact signals for Jessi Swaim, Cfp(R), Cepa at Gilbert & Cook, Inc, including work email, phone, and LinkedIn data when available.

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

Jessi Swaim, Cfp(R), Cepa holds Bachelor Of Arts (Ba), Psychology, Religious Studies from University Of South Carolina-Columbia.

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

Jessi Swaim, Cfp(R), Cepa is listed with skills including College Education Planning, Insurance Strategies, Employee Benefits, Insurance Needs Analysis, Retirement Planning, Financial Planning, Annuities, and Iras.

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