Jeffrey M Swarts
Investment adviser representative at Veta Investment Partners, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Veta Investment Partners, LLCApr 2026 to now
- UnemployedJan 2026 to Apr 2026
- American Century Investment Services, Inc.Sep 2005 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Veta Investment Partners, LLC
$2.8BAssets managed
0Clients
3Advisers
6 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
- 5011169
- Firm CRD
- 309023