Jamie Lynn Wisecarver
Investment adviser representative at Swbc Investment Company
18 yearsExperience
1 stateRegistered in
$256MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Swbc Investment CompanyMay 2019 to now
- Swbc Investment Services, LLCMay 2019 to now
- Advisors Asset ManagementJun 2008 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Swbc Investment Company
$256MAssets managed
494Clients
17Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4516931
- Firm CRD
- 140994