Amberlee Swift
Advisor at &PARTNERS
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
&PARTNERS
Location
Jackson, MI 49203
Credentials
Series 63, Series 66
Industry experience
5 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Fee options
Financial planning, estate and trust administration consulting, 1042 consulting, and consulting services offered on a negotiated fixed fee basis.
Advisory fees based on percentage of assets under management, capped at 3.0%, fees are negotiable and may vary by client and program.
Brokerage commissions may be charged if a brokerage account is established; transaction fees and commissions apply in addition to advisory fees.
Account minimum: Envestnet maintains recommended account minimums; if the account is below the recommended minimum, a $40 annual fee applies. Specific minimum amounts are not stated in the brochure text provided, so exact minimum is null. Minimum fee: $40 annual fee charged by Envestnet if account is below recommended minimum. Fee-only: Financial planning services and estate/trust administration consulting billed at negotiated fixed fees.
Work history
&PARTNERS
2024 - Present (2 years)
Meridian Wealth Management of Michigan
2024 - 2024 (1 year)
Country Club of Jackson
2022 - 2024 (2 years)
ERA Reardon Realty
2022 - Present (4 years)
Howard Hanna Real Estate Services
2021 - 2022 (1 year)
Executive Wealth Management
2020 - 2021 (1 year)
Private Client Services LLC
2017 - 2021 (4 years)
INVEST Financial Corp
2016 - 2017 (1 year)
Executive Wealth Management
2012 - 2020 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Kevin P
Series 66
Jackson, MI
Edward Jones
Jessica W
Series 63, Series 66
Jackson, MI
Fidelity
Jessica White is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2023, progressing through positions including Financial Services Representative, Financial Representative, and Relationship Manager. Prior to joining Fidelity, Jessica was the owner of Awe-Inspiring Studio LLC from 2017 to 2023. Jessica focuses on creating personalized financial plans tailored to each client's unique goals and financial situations. She emphasizes understanding clients' visions to develop meaningful strategies and provides tailored investment guidance to support their financial well-being. Outside of her professional work, Jessica has interests in art, the beach, cooking and baking, gardening, and theater.
Jamie D
Series 66
Jackson, MI
Edward Jones
Denise M
CFP®, Series 66
Jackson, MI
Edward Jones
Kelly L
Series 66
Jackson, MI
Edward Jones
Colleen N
CFP®, Series 66
Clark Lake, MI
Edward Jones
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