Jonathan
Swanburg
Tsa Wealth Management
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About this Advisor
Jonathan Swanburg is a financial advisor based in Houston, Texas, working with Tsa Wealth Management. Jonathan has previously held positions at Tri-Star Financial, Tristar Advisors, Calton & Associates, Inc, and Tsa Wealth Management LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jonathan is part of Tsa Wealth Management, which operates out of Houston, Texas. The firm has 3 employees and manages assets totaling $267.2 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Tsa Wealth Management includes asset-based fees.
Certifications and Registrations
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Tsa Wealth Management Brokerage Details
$267,213,159
3
636
$420,146
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jonathan Swanburg Work History
Tsa Wealth Management LLC
Calton & Associates, Inc
Tri-Star Financial
Tristar Advisors
Disclosures
Please visit the SEC profile of Jonathan Swanburg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tsa Wealth Management
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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