Jesse D Sweet
Investment adviser representative at Charter Advisory Corporation
13 yearsExperience
1 stateRegistered in
$333.1MFirm assets
5 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Charter Advisory CorporationMar 2025 to now
- LPL Financial LLCApr 2024 to now
- Marian University College of Osteopathic MedicineAug 2021 to Mar 2024
- Indiana University BloomingtonAug 2017 to Jun 2021
- Hamilton Southeastern High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
Charter Advisory Corporation
Legal name: Financial Consultants & Advisory Corporation
$333.1MAssets managed
593Clients
14Advisers
5 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
- 7255978
- Firm CRD
- 113390