Eric Edward Swanson
Investment adviser representative at One Capital Management, LLC
38 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
38 years in the industry.
- One Capital Management, LLCJun 2025 to now
- One Capital Managment, LLCJun 2025 to now
- Swanson Amp; Associates, IncJan 2001 to now
- Rental PropertiesJan 1988 to now
- Ep Wealth AdvisorsMay 2019 to Jun 2025
- Transamerica Financial Advisors, IncJan 2018 to May 2019
- Reilly Financial AdvisorsNov 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
One Capital Management, LLC
$8.5BAssets managed
3,535Clients
64Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2680207
- Firm CRD
- 114861