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Jonathan Swanson
The Swanson Group provides comprehensive private wealth advisory services as part of Morgan Stanley Private Wealth Management. Jonathan Swanson serves as...
Overview
The Swanson Group provides comprehensive private wealth advisory services as part of Morgan Stanley Private Wealth Management. Jonathan Swanson serves as Institutional Consulting Director and Private Wealth Advisor, managing client relationships, portfolio construction, business development, and private capital strategies for multi-generational family business owners. The team serves affluent individuals with at least $5 million in investable assets across more than 25 states, overseeing over $1.9 billion in assets.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
San Juan
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