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Jim Swanson Email & Phone Number
Owner and Managing Director
at
JRS Investments and Wealth Preservation, LLC
1 work email found
@invwp.com
2 phones found area 858
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner and Managing Director
Location
Greater Seattle Area, United States, United States
Company size
Who is Jim Swanson? Overview
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Quick answer
Jim Swanson is listed as Owner and Managing Director at JRS Investments and Wealth Preservation, LLC, a company with 4 employees, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at invwp.com, phone signal with area code 858, and a matched LinkedIn profile for Jim Swanson.
Jim Swanson previously worked as Owner / Managing Director at Jrs Investments And Wealth Preservation, Llc and Part Time Securities Instructor at Kaplan Financial. Jim Swanson holds Bachelor Of Arts, Economics. With A Minor In Mathematics from Suny Oneonta.
Company email context
Email format at JRS Investments and Wealth Preservation, LLC
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{first}.{last}@invwp.com
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AeroLeads found 1 current-domain work email signal for Jim Swanson. Compare company email patterns before reaching out.
Profile bio
About Jim Swanson
Investment Services professional since 1988.JRS Investments and Wealth Preservation, LLC is a regional investment advisory firm with 5 reps and looking to grow even more in 2024.Primary focus is on assisting those approaching retirement and are looking to transition from working status to retired status. There are many questions that need to be addressed in order to do so successfully. Primarily, how do you make your investment portfolio turn around and pay you while no longer receiving a "paycheck".In addition, another area of focus is assisting divorced women and single women who want to take control of their finances and feel empowered in doing so. Learn secrets of how to stay on top of your finances in a safe environment with a trusted professional. Come to understand your investment portfolio's, IRA's, 401-k's, and "fun money", while helping you achieve your financial goals and dreams.Specialties: Having negotiated the difficult task of transitioning from one company to another, on more than one occasion, due to corporate "rightsizing" I can help you or someone you know navigate the treacherous waters of company transitioning.If you know of someone who has recently lost their job, has been downsized, or is approaching retirement, please have them call me immediately - Time is critical and so are the financial decisions they make.
Listed skills include Investments, Retirement Planning, Securities, Financial Services, and 14 others.
Current workplace
Jim Swanson's current company
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Jrs Investments And Wealth Preservation, Llc
6 roles · 18 years
Jim Swanson work experience
A career timeline built from the work history available for this profile.
Owner / Managing Director
CurrentFee based Investment Advisory services specializing in retirement planning. Including IRA's, ROTH IRA's, 401-K's, Exchange Traded Fund (ETF's) and mutual funds.I have been in the financial services business since 1988.
2008 - Present
~18 yrs 5 mos
Part Time Securities Instructor
CurrentIn addition to my Investment Advisory Firm, for approximately 10-12 hours per week depending, I instruct students how to study for, take and pass the licensing exams to enter the investment industry.My primary focus has been in the following exams: Series SIE Exam, Series 7. In addition, I have also taught series 24 and series 26 and series 66, 65 and 63.
Feb 2004 - Present
Registered Representative
Next Financial Group
Apr 2002 - Jun 2008
Investment Services Manager
Mission Investments / Cuso Financial
Started up and headed the Investment Program for the Mission Federal Credit Union Investment Services division.
Aug 1999 - Nov 2001
Asst. Vice President
Scudder Kemper Investments
Directed the West Regional Call Center in San Diego supervising 70 employees.
Apr 1994 - Jul 1999
1 education record
Jim Swanson education
FAQ
Frequently asked questions about Jim Swanson
Quick answers generated from the profile data available on this page.
What company does Jim Swanson work for?
Jim Swanson works for JRS Investments and Wealth Preservation, LLC.
What is Jim Swanson's role at JRS Investments and Wealth Preservation, LLC?
Jim Swanson is listed as Owner and Managing Director at JRS Investments and Wealth Preservation, LLC.
What is Jim Swanson's email address?
AeroLeads has found 1 work email signal at @invwp.com for Jim Swanson at JRS Investments and Wealth Preservation, LLC.
What is Jim Swanson's phone number?
AeroLeads has found 2 phone signal(s) with area code 858 for Jim Swanson at JRS Investments and Wealth Preservation, LLC.
Where is Jim Swanson based?
Jim Swanson is based in Greater Seattle Area, United States, United States while working with JRS Investments and Wealth Preservation, LLC.
What companies has Jim Swanson worked for?
Jim Swanson has worked for Jrs Investments And Wealth Preservation, Llc, Kaplan Financial, Next Financial Group, Mission Investments / Cuso Financial, and Scudder Kemper Investments.
Who are Jim Swanson's colleagues at JRS Investments and Wealth Preservation, LLC?
Jim Swanson's colleagues at JRS Investments and Wealth Preservation, LLC include Jim Swanson.
How can I contact Jim Swanson?
You can use AeroLeads to view verified contact signals for Jim Swanson at JRS Investments and Wealth Preservation, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jim Swanson attend?
Jim Swanson holds Bachelor Of Arts, Economics. With A Minor In Mathematics from Suny Oneonta.
What skills is Jim Swanson known for?
Jim Swanson is listed with skills including Investments, Retirement Planning, Securities, Financial Services, Management, Investment Advisory, Mutual Funds, and Series 7.
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