Jim Swanson is an accomplished financial professional with extensive experience in investment advisory services and education. As the Owner and Managing Director of JRS Investments and Wealth Preservation, LLC since 2008, Jim specializes in retirement planning, including IRAs, ROTH IRAs, 401-Ks, ETFs, and mutual funds. Additionally, Jim has served as a Part-Time Securities Instructor at Kaplan Financial since February 2004, focusing on guiding students through licensing exam preparation, particularly for the Series SIE Exam and Series 7. Previous roles include Registered Representative at NEXT Financial Group and Investment Services Manager, where Jim established and led the investment program for Mission Federal Credit Union. Earlier experience as Assistant Vice President at Scudder Kemper Investments involved overseeing the West Regional Call Center in San Diego. Jim holds a Bachelor of Arts in Economics, with a minor in Mathematics, from SUNY Oneonta.
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