# Jonathan Swanson

Jonathan Swanson is a RIA based in San Juan, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Juan, United States
- **Region:** North America

## Regulatory record

- **Reports private funds:** No

## About

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.

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- [Adam Draper](https://altss.com/profile/adam-draper)

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Last updated: 2026-07-06T01:24:19.255Z

Canonical page: https://altss.com/profile/jonathan-swanson

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