Garner, IA Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

595 State St

Garner IA 50438

Advisors at this office

2

Advisors at this office

Natalie S

ChFC®, Series 66

Garner, IA

Edward Jones

Natalie Swartout is a ChFC®-designated financial advisor at Edward Jones with 11 years of industry experience, all with the firm since 2015. She holds the Series 66 license and is based in Garner, IA. Outside of her advisory role, she serves as Vice President of JMS Plumbing LLC, assisting with bookkeeping and billing. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, SMA access, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Brennan S

Series 66

Garner, IA

Edward Jones

Brennan Swartout is a financial advisor with Edward Jones in Garner, IA, holding a Series 66 designation. He has been with Edward Jones since 2023, with previous work experience in various industries including retail and manufacturing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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