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Chad S

Series 66

Goodyear, AZ

Edward Jones

Chad Swanson is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Southwest Products from 2014 to 2018. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Stock option exercise strategy Business ownership considerations General retirement planning Founder/Business Owner
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Mathew K

Series 66

Goodyear, AZ

Edward Jones

Mathew Kinser is a financial advisor with Edward Jones in Goodyear, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in veterinary medicine and real estate, including roles as a relief veterinarian and at EXP Realty. He continues to occasionally work weekend shifts as a fill-in veterinarian. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and maintains affiliated capabilities such as a trust company and securities-based lending.

Business ownership considerations General retirement planning Wealth management Founder/Business Owner Doctor or Medical Professional
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