Jonathan Harrison Swanburg
Investment adviser representative at Tsa Wealth Management
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$358.8MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Tsa Wealth Management LLCOct 2022 to now
- Calton & Associates, Inc.Jan 2015 to Jan 2023
- Tristar AdvisorsSep 2009 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tsa Wealth Management
Legal name: Tsa Wealth Management LLC
$358.8MAssets managed
262Clients
3Advisers
4 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
- 5713713
- Firm CRD
- 323123