Managing Director - Investments, Financial Advisor At The Picarelli Swanson Group
Current
Apr 2014 - Present
AeroLeads people directory · profile
James D. Swanson, Cfp® Email & Phone Number
Managing Director - Investments, Financial Advisor at Wells Fargo Advisors
at
Wells Fargo Advisors
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Director - Investments, Financial Advisor at Wells Fargo Advisors
Location
Seal Beach, California, United States
Company size
Who is James D. Swanson, Cfp®? Overview
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Quick answer
James D. Swanson, Cfp® is listed as Managing Director - Investments, Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in Seal Beach, California, United States. AeroLeads shows a matched LinkedIn profile for James D. Swanson, Cfp®.
James D. Swanson, Cfp® previously worked as Managing Director - Investments, Financial Advisor at The Picarelli Swanson Group at Wells Fargo Advisors and Financial Advisor at Merrill Lynch. James D. Swanson, Cfp® holds Bachelor'S Degree, Business Administration from Western Michigan University.
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Email format at Wells Fargo Advisors
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Wells Fargo Advisors
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Profile bio
About James D. Swanson, Cfp®
As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, savings for your children's or grandchildren's education, or looking to preserve your wealth, I can help. As a Managing Director of Investments with the Seal Beach office of Wells Fargo Advisors I take pride in working for a firm that puts you first.To learn more please visit: https://home.wellsfargoadvisors.com/jim.swansonor call (562) 799-2178This information is intended for use by residents of AZ, CA, CO, CT, FL, ID, IL, KS, LA, MA, MI, MN, MO, NC, ND, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, and WA only.CA Insurance License #0C24670. Resident State [CA]./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Current workplace
James D. Swanson, Cfp®'s current company
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Wells Fargo Advisors
3 roles · 42 years
James D. Swanson, Cfp® work experience
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Team & coworkers
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
MT
Michael Tramontelli, Cfp®
Colleague at Wells Fargo Advisors
New York, New York, United States, United States
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SP
Sherri Prescott
Colleague at Wells Fargo Advisors
Linwood, New Jersey, United States, United States
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TC
Tawanna Concepcion
Colleague at Wells Fargo Advisors
Franklin, North Carolina, United States, United States
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EP
Elliot Pokoik
Colleague at Wells Fargo Advisors
New York City Metropolitan Area, United States
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PM
Phalanda Mcmath
Colleague at Wells Fargo Advisors
St Louis, Missouri, United States, United States
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JS
Jeffrey S. Cohen, Ricp®, Cima® , Aif®, Cfp®
Colleague at Wells Fargo Advisors
Washington DC-Baltimore Area, United States
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JM
Jeannie Mabry
Colleague at Wells Fargo Advisors
Rancho Palos Verdes, California, United States, United States
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BH
Brandon Hines
Colleague at Wells Fargo Advisors
Washington, District Of Columbia, United States, United States
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JL
Johanna Laudicina, Cfp®, Crpc®
Colleague at Wells Fargo Advisors
Greater Chicago Area, United States
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RV
Rodney Vucenich
Colleague at Wells Fargo Advisors
Greater Minneapolis-St. Paul Area, United States
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Michael Tramontelli, Cfp®
Colleague at Wells Fargo Advisors
New York, New York, United States, United States
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SP
Sherri Prescott
Colleague at Wells Fargo Advisors
Linwood, New Jersey, United States, United States
View →
TC
Tawanna Concepcion
Colleague at Wells Fargo Advisors
Franklin, North Carolina, United States, United States
View →
EP
Elliot Pokoik
Colleague at Wells Fargo Advisors
New York City Metropolitan Area, United States
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PM
Phalanda Mcmath
Colleague at Wells Fargo Advisors
St Louis, Missouri, United States, United States
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JS
Jeffrey S. Cohen, Ricp®, Cima® , Aif®, Cfp®
Colleague at Wells Fargo Advisors
Washington DC-Baltimore Area, United States
View →
JM
Jeannie Mabry
Colleague at Wells Fargo Advisors
Rancho Palos Verdes, California, United States, United States
View →
BH
Brandon Hines
Colleague at Wells Fargo Advisors
Washington, District Of Columbia, United States, United States
View →
JL
Johanna Laudicina, Cfp®, Crpc®
Colleague at Wells Fargo Advisors
Greater Chicago Area, United States
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RV
Rodney Vucenich
Colleague at Wells Fargo Advisors
Greater Minneapolis-St. Paul Area, United States
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1 education record
James D. Swanson, Cfp® education
FAQ
Frequently asked questions about James D. Swanson, Cfp®
Quick answers generated from the profile data available on this page.
What company does James D. Swanson, Cfp® work for?
James D. Swanson, Cfp® works for Wells Fargo Advisors.
What is James D. Swanson, Cfp®'s role at Wells Fargo Advisors?
James D. Swanson, Cfp® is listed as Managing Director - Investments, Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors.
Where is James D. Swanson, Cfp® based?
James D. Swanson, Cfp® is based in Seal Beach, California, United States while working with Wells Fargo Advisors.
What companies has James D. Swanson, Cfp® worked for?
James D. Swanson, Cfp® has worked for Wells Fargo Advisors, Merrill Lynch, and Boeing.
Who are James D. Swanson, Cfp®'s colleagues at Wells Fargo Advisors?
James D. Swanson, Cfp®'s colleagues at Wells Fargo Advisors include Michael Tramontelli, Cfp®, Sherri Prescott, Tawanna Concepcion, Elliot Pokoik, and Phalanda Mcmath.
How can I contact James D. Swanson, Cfp®?
You can use AeroLeads to view verified contact signals for James D. Swanson, Cfp® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did James D. Swanson, Cfp® attend?
James D. Swanson, Cfp® holds Bachelor'S Degree, Business Administration from Western Michigan University.
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