This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

&PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 23, 1991earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Sep 23, 1991

First registration

Nov 1, 2004

Dual registered

yes, broker-dealer

Other names

Jeff L Swartzentruber|JEFFREY LAMAR SWARTZENTRUBER

IAPD individual key

2059935

• Occurred

  Oct 30, 2024
  Advisor changed firm

  Jeffrey Swartzentruber left Wells Fargo Advisors for &Partners (registered 2024-10-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a3f04c25-370a-eba6-06f9-4fc55098b984

First observed

Nov 1, 2004

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.