Jerry V. Swank
Professional summary
Jerry Vane Swank, who also goes by Jerry Vane Swank Mr., is a registered financial advisor currently at NXG INVESTMENT MANAGEMENT located in Dallas, Texas.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Jerry has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Vane Swank's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 24, 2004 - Present
NXG INVESTMENT MANAGEMENT
Office #1: 3300 Oak Lawn Suite 650, Dallas, TX 75219Office #2: One Energy Square 4925 Greenville Avenue, Suite 1310, Dallas, TX 75206September 5, 2002 - November 26, 2007
SWANK ADVISORS, LP
January 22, 2001 - January 19, 2005
WFG INVESTMENTS, INC.
June 26, 1980 - November 8, 1994
CREDIT SUISSE SECURITIES (USA) LLC
Primary Firm SEC Registration
NXG INVESTMENT MANAGEMENT
CRD#: 131517 / SEC#: 801-63255
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/24/2004)
Exams
Series 8
Date: 2/11/1987
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
NXG INVESTMENT MANAGEMENT
CRD#: 131517 / SEC#: 801-63255
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 1,476,595,999 |
Red Flags
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Company Information
NXG INVESTMENT MANAGEMENT
CRD#: 131517Dallas, TX 75219TRUST BUT VERIFY
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