Jack A. Switzer

PLANNING WORKS ADVISORY

AUSTIN, TX 78731

CRD#: 8133773

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Professional summary

Jack Alexander Switzer, who also goes by Jack A. Switzer, is a registered financial advisor currently at PLANNING WORKS ADVISORY, INC. located in Austin, Texas.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jack has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jack A. Switzer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Alexander Switzer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 18, 2025 - Present

PLANNING WORKS ADVISORY, INC.

Office #1: 7719 Wood Hollow Drive Ste 216, Austin, TX 78731

RIA

CRD#: 317834

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PLANNING WORKS ADVISORY, INC.

PLANNING WORKS ADVISORY, INC. | PLANNINGWORK$

CRD#: 317834 / SEC#: 801-123012

RIA

Registered Investment Advisory firm - (1/7/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/16/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/23/2024

Securities Industry Essentials Examination

Current Firm

PLANNING WORKS ADVISORY, INC.

PLANNING WORKS ADVISORY, INC. | PLANNINGWORK$

CRD#: 317834 / SEC#: 801-123012

RIA

Registered Investment Advisory firm - (1/7/2022 Approved)

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Contact information

Main Address

7719 Wood Hollow Drive Ste 216, Austin, TX 78731

Mailing Address

Po Box 26535, Austin, TX 78755

Phone number

(512) 498-7526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PLANNING WORKS ADVISORY, INC. - ADV PART 2 BROCHURE (2/18/2026)

Regulatory assets under management

Total Number of Accounts	623
AUM (Assets Under Management)	$ 199,834,857

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jack A. Switzer

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Alexander Switzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLANNING WORKS ADVISORY, INC.

Primary Firm SEC Registration

PLANNING WORKS ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2025

SIE

Date: 12/23/2024

Current Firm

PLANNING WORKS ADVISORY, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PLANNING WORKS ADVISORY, INC.

TRUST BUT VERIFY

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