Jamie Lee Via
Investment adviser representative at Swan Capital
9 yearsExperience
1 stateRegistered in
$351.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Swan CapitalDec 2024 to now
- UnemployedAug 2024 to Dec 2024
- Family First LifeJul 2024 to Aug 2024
- First Command Advisory Services, Inc.Jan 2024 to Jul 2024
- First Command Insurance Services, Inc.Jan 2024 to Jul 2024
- First Command Brokerage Services, Inc.Nov 2022 to Jul 2024
- Santa Rosa County SchoolsJul 2019 to Jun 2023
- Child Development Center Eglin Air Force BaseAug 2018 to Jun 2019
- York Jewish Community CenterAug 2017 to May 2018
- Wichita Falls Independent School DistrictAug 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Swan Capital
Legal name: Swan Capital, LLC
$351.4MAssets managed
671Clients
6Advisers
3 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
- 7667111
- Firm CRD
- 305793