Unclaimed Profile

Kevin Timothy Swanson

EVERBANK WEALTH MANAGEMENT, INC.·JACKSONVILLE, Florida

Series 7, Series 63CFA24 years registeredEVERBANK WEALTH MANAGEMENT, INC.

501 RIVERSIDE AVE., JACKSONVILLE, FL 32202CRD# 2561908Firm CRD# 154237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Timothy Swanson · JACKSONVILLE, FL

Registration

CRD #2561908 · EVERBANK WEALTH MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVERBANK WEALTH MANAGEMENT, INC.

EVERBANK WEALTH MANAGEMENT

Aug 2011 – Oct 2012

ST. LOUIS, MO

FIDUCIARY ASSET MANAGEMENT, L.L.C.

Jan 2005 – Feb 2011

ST. LOUIS, MO

ARGENT CAPITAL MANAGEMENT LLC

Jan 2002 – Nov 2003

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 1, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

2012Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

EVERBANK WEALTH MANAGEMENT, INC.

CRD 154237 · SEC 801-71589

AUM

$118M

Regulatory assets under management

Employees

193 client accounts

Services offered by EVERBANK WEALTH MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EVERBANK WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Kevin Timothy Swanson offer?

Kevin Timothy Swanson specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Kevin Timothy Swanson's credentials?

Kevin Timothy Swanson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin Timothy Swanson located?

Kevin Timothy Swanson is based in JACKSONVILLE, Florida, last registered with EVERBANK WEALTH MANAGEMENT, INC..

How does Kevin Timothy Swanson charge for services?

Kevin Timothy Swanson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERBANK WEALTH MANAGEMENT, INC.?

EVERBANK WEALTH MANAGEMENT, INC. has approximately 18 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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