Jessica Swaim
Investment adviser representative at Gilbert & Cook, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cerity Partners LLCOct 2026 to now
- Gilbert & Cook, Inc.Sep 2020 to now
- Equitable Advisors, LLCAug 2016 to Sep 2020
- AXA Advisors, LLCAug 2016 to Jun 2020
- Iowa RushAug 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (IA).
Gilbert & Cook, Inc.
$1.7BAssets managed
901Clients
18Advisers
10 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
- 5390545
- Firm CRD
- 283112