Jonathan
Swanburg
Tsa Wealth Management
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About this Advisor
Jonathan Swanburg is a certified financial planner working in Houston, Texas with a total of 1 year of relevant experience. Swanburg is an advisor for Tsa Wealth Management. Throughout their career, Swanburg has worked at Tri-Star Financial, Tristar Advisors, Calton & Associates, Inc and Tsa Wealth Management LLC. Swanburg holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Tsa Wealth Management is an advisory firm based out of Houston, TX. It handles $243 million in total assets among its 598 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 598 customer accounts, 47% are associated with high-net-worth clients who have more than $1 million in assets. Tsa Wealth Management provides portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on the type of services. Fee types billed by Tsa Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tsa Wealth Management Brokerage Details
$242,853,231
3
598
$406,109
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jonathan Swanburg Work History
Jonathan has been registered as a financial advisor for 1 years.*
Tsa Wealth Management LLC
Calton & Associates, Inc
Tri-Star Financial
Tristar Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
