Jeff Swygert, CFP®
Wealth Advisor
Jeff has been with Fuller & Company for nearly all of our near 30-year history. As a Certified Financial Planner™ (CFP®), he guides clients through a six-step process intended to identify and develop their financial goals into an actionable financial plan.
Jeff graduated from Emory University with a bachelor’s degree in history. He holds FINRA Series 7 and 63 licenses and regularly attends continuing education courses to maintain his CFP® certification. He is also a member of the Financial Services Institute and the Financial Planning Association®.
Outside of work, Jeff volunteers his time as treasurer at Jewish Family and Career Services. He enjoys playing basketball, reading, listening to music, and cooking.
Check the background of investment professionals on FINRA’s BrokerCheck.