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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
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
Family Office
Year founded
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AUM
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Location
Region
North America
Country
United States
City
San Juan
Corporate office
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Frequently asked questions
What is Jonathan Swanson?
Jonathan Swanson is a family office headquartered in San Juan, United States.
Where is Jonathan Swanson headquartered?
Jonathan Swanson is headquartered in San Juan, United States, in the North America region.
What does Altss track for Jonathan Swanson?
Altss maintains an OSINT-verified profile of Jonathan Swanson covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Jonathan Swanson?
Jonathan Swanson is classified by Altss as a Family Office, operating from United States within the North America region.
How does Altss source intelligence on Jonathan Swanson?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Jonathan Swanson's Altss profile last updated?
Jonathan Swanson's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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