# JEFFREY ALLEN SWAIM

JEFFREY ALLEN SWAIM is an investment adviser representative (IAR) with state registration records since 2012, appearing at 3 firms. Currently registered with KEYSTONE FINANCIAL GROUP, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [KEYSTONE FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/170201) | 2025-07-28 | present | Yes |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2024-06-14 | 2025-08-12 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2012-05-30 | 2024-06-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5531473)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5531473.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.