Unclaimed Profile

Jeffrey David Swanson

SOUTHEASTERN ADVISORY SERVICES INC·ATLANTA, Georgia

Clean recordSOUTHEASTERN ADVISORY SERVICES INC

190 OTTLEY DR, ATLANTA, GA 30324CRD# 2385161Firm CRD# 109817

Profile Verification

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

Identity

Jeffrey David Swanson · ATLANTA, GA

Registration

CRD #2385161 · SOUTHEASTERN ADVISORY SERVICES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey David Swanson is a registered financial advisor based in ATLANTA, Georgia, affiliated with SOUTHEASTERN ADVISORY SERVICES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

SOUTHEASTERN ADVISORY SERVICES INC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Publication of periodicals/newsletters

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 2385161

Firm CRD# 109817

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Frequently Asked Questions

What services does Jeffrey David Swanson offer?

Jeffrey David Swanson is a registered financial advisor in ATLANTA, Georgia. Contact their office for details on services offered.

What are Jeffrey David Swanson's credentials?

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

Where is Jeffrey David Swanson located?

Jeffrey David Swanson is based in ATLANTA, Georgia, working with SOUTHEASTERN ADVISORY SERVICES INC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Jeffrey David Swanson charge for services?

Jeffrey David Swanson's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUTHEASTERN ADVISORY SERVICES INC?

SOUTHEASTERN ADVISORY SERVICES INC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.

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