Jerry Swiney
Park Square Financial Group · Hoover, Alabama
Jerry Swiney is a fee-only financial advisor at Park Square Financial Group in Hoover, Alabama, who holds the CFP credential. Park Square Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Park Square Financial Group |
|---|---|
| Based in | Hoover, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $218.6M across 706 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, GA, TX · CRD 4312698 |
| Exams passed | Series 66 (2001) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.parksquarefg.com |
| Profile |
How Jerry's firm compares
- Park Square Financial Group's average account is about $310,000, from its Form ADV (assets managed divided by 706 accounts).
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Questions about Jerry
Is Jerry Swiney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and Park Square Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerry charge for financial advice?
Jerry's firm, Park Square Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jerry Swiney based?
Jerry Swiney is based in Hoover, Alabama.
What credentials does Jerry Swiney hold?
Jerry Swiney holds the CFP credential.
Is Jerry Swiney registered with the SEC?
Yes. Jerry Swiney is registered as an investment adviser representative in AL, GA and TX (CRD 4312698), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Park Square Financial Group manage?
Park Square Financial Group reports $218.6M across 706 accounts in assets under management.
How do I contact Jerry Swiney?
Through Jerry's website, www.parksquarefg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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