AdvisorOS Directory
Claim Profile
JS

Jonathan Swanson

3.0 FUND MANAGEMENT, LLC·GREAT NECK, New York
Unclaimed Profile
1 WENSLEY DRIVE, GREAT NECK, NY 11021CRD# 7244567Firm CRD# 319763
01

About

Jonathan Swanson is a registered financial advisor based in GREAT NECK, New York, affiliated with 3.0 FUND MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
3.0 FUND MANAGEMENT, LLC
3.0 FUND MANAGEMENT
AUM
—
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at 3.0 FUND MANAGEMENT, LLC →
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 7244567
Firm CRD# 319763
View on FINRA BrokerCheck →

Looking for a financial advisor in GREAT NECK?

Browse all registered financial advisors in GREAT NECK, New York or claim this profile if it's yours.

Browse GREAT NECK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jonathan Swanson offer?
Jonathan Swanson is a registered financial advisor in GREAT NECK, New York. Contact their office for details on services offered.
What are Jonathan Swanson's credentials?
Jonathan Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Swanson located?
Jonathan Swanson is based in GREAT NECK, New York, working with 3.0 FUND MANAGEMENT, LLC. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.
How large is 3.0 FUND MANAGEMENT, LLC?
3.0 FUND MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GREAT NECK
Jarret Adam Schochet — SAG HARBOR CAPITAL MANAGEMENT, LLCTracy Aronson Schwartz — LEGEIS CAPITAL ADVISORS, LLCStuart Alan Paris — ACI PARTNERS, LLCMichael Roy Paris — ACI PARTNERS, LLCAlexandra Georgia Lyras — CROSS SHORE CAPITAL MANAGEMENT, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile