Jim Swanson
Jim Swanson has been an investment professional for more than 35 years and brings a wealth of know-how and experience to the table for his customers.
Jim is the founder and Managing Director of JRS Investments and Wealth Preservation, LLC.
With no corporate affiliation he is more able to use a full spectrum of investment programs, products and strategies to meet his customer's diverse and varied investing needs. Jim's low-key, highly personal and professional approach affords him tremendous latitude when offering guidance and direction for his customers.
Jim's previous positions included an investment manager at one of San Diego's largest credit unions and an Assistant Vice President position with The AARP Investment Program from Scudder.
Jim is an avid sportsman and enjoys SCUBA diving, pickleball, softball, mountain biking, table tennis and umpiring girl's high school and junior college softball. Jim is married and has two grown children and resides in the northwest portion of Washington state on the Hood Canal.
Brandon Garva
Over the past 20 years, Brandon has built an impressive resume exhibiting his diverse and extensive background as an entrepreneur in real estate, insurance, finance, and the music industry. The past two decades have allowed Brandon to hone and develop the skills, experience, and processes to ensure that everyone he works with receives top-tier service.
Partnering with the team at JRS Investments and Wealth Preservation, LLC., Brandon is able to provide a full spectrum of investment programs, products and strategies to meet his customer's diverse and varied investing needs. His current focus is assisting growing families and small business owners in creating comprehensive financial strategies to identify and eliminate inefficiencies or gaps in their game plan.
Brandon was born and raised in North San Diego County and it is still his home to this day.
Brandon is a proud husband and also a father of two children, Alex and Arya.
His favorite pastimes include surfing, snowboarding, riding in the desert, training Jiu Jitsu and Kenpo, producing music, and traveling.
Alex Dardick
Alex’s passion for investments and helping others achieve their financial goals started upon graduation in 2015 from the University of Arizona, Eller College of Management with a degree in Business Management.
Upon passing his Series 65 exam, he was promoted to Wealth Advisor at a previous firm. In previous roles, Alex has worked on teams managing the accounts of ultra-high net-worth clients. Alex learned complex financial planning techniques and how to implement strategies during that time. These experiences allowed Alex to follow his entrepreneurial instincts and join JRS Investments as an Investment Adviser Representative which ensures he can offer the best all-around client experience.
In his spare time he enjoys watching the Rams & Lakers with his father and spending time with his family. Additionally, Alex’s hobbies include traveling internationally, learning about new music styles and, in the past, was on the board of the University of Arizona OCCats Alumni association.