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Jason Swedo

Director, Wealth Management at J.D. Power

Jason Swedo has a diverse range of work experience in the investment management industry. Jason is currently the Director of Wealth Management at J.D. Power. Prior to this role, they worked at Astor Investment Management as a Managing Director, overseeing the firm's sales and distribution efforts. Before that, they were a Vice President at First Trust Portfolios, responsible for creating and maintaining relationships with various broker-dealer channels. Jason also worked as a Regional Sales Manager/Wholesaler at Managers Investment Group, where they managed a $80,000,000 territory and was the top performer on their sales team. At Van Kampen Investments, they served as an Advisor Consultant, successfully driving sales and exceeding goals. Jason also worked at Nuveen Investments, where they were a part of a sales team that raised over sixteen billion dollars in new assets under management and launched several new funds and accounts.

Jason Swedo has completed an MBA in Finance from Saint Xavier University. Prior to that, they obtained a BS in Finance from the Gies College of Business - University of Illinois Urbana-Champaign. Jason also graduated from Fremd High School, although the specific degree and field of study are not provided.

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Timeline

  • Director, Wealth Management

    January, 2017 - present