Advisor at Fairway Investment Group, LLC
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
Fairway Investment Group, LLC
Location
Midland, MI
Credentials
Series 63, Series 66
Industry experience
3 years
up to 1.5% annually, negotiable by program and client
Clients may engage IARs as Registered Representatives to purchase commission products; commissions and 12b-1 fees may be received.
Account minimum: $5,000 Fee-only: Advisory fees up to 1.5% annually, negotiable, paid quarterly in advance.
Fairway Investment Group, Llc
2024 - Present (2 years)
Paradigm Equities, Inc.
2023 - Present (3 years)
Mea Financial Services
2023 - Present (3 years)
Bullock Creek Schools
1996 - 2024 (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Midland, MI
Edward Jones
Series 66
Freeland, MI
Edward Jones
Series 63, Series 66
Saginaw Township, MI
Fidelity
Jake Swartz is a Financial Consultant at Fidelity Investments, where he has been working since 2024. Prior to this role, he held positions at Fidelity Investments as an Investment Consultant from 2023 to 2024 and as a High Net Worth Service Associate from 2022 to 2023. Before joining Fidelity Investments, Jake worked as a Financial Advisor at Equitable Advisors from 2020 to 2022. Jake focuses on client service as the foundation of financial planning relationships. He works closely with clients to understand their individual needs and goals in order to co-create personalized financial plans. He is committed to helping clients develop sound financial plans. Outside of his professional work, Jake enjoys boating, fishing, golf, hiking, outdoor adventures, and spending time with his pets.
CFP®, Series 66
Midland, MI
Edward Jones
CFP®, Series 66
Saginaw, MI
Edward Jones
Series 66
Midland, MI
Edward Jones
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