Unclaimed Profile

Kevin Timothy Swanson

EVERBANK WEALTH MANAGEMENT, INC.·JACKSONVILLE, Florida

EVERBANK 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.

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Kevin Timothy Swanson is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with EVERBANK WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

EVERBANK WEALTH MANAGEMENT, INC.

EVERBANK WEALTH MANAGEMENT

AUM

$118M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EVERBANK WEALTH MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2561908

Firm CRD# 154237

View on FINRA BrokerCheck →

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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. Contact their office in JACKSONVILLE, Florida for a consultation.

What are Kevin Timothy Swanson's credentials?

Kevin Timothy Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Timothy Swanson located?

Kevin Timothy Swanson is based in JACKSONVILLE, Florida, working with EVERBANK WEALTH MANAGEMENT, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

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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