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, softball, mountain biking, table tennis and umpiring girls 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.
A graduate of the prestigious Haskayne School of Business at the University of Calgary, Martin received his Bachelor of Commerce degree in 1989 with a major in Finance.
An avid entrepreneur throughout his life, Martin partnered with his oldest brother Chris to build The Herrington Teddy Bear Company into a world renowned brand.
As the CFO and and Managing General Partner, Martin was responsible for all aspects of the business including Sales, Production, HR, IT, and operations.
In 2012 Martin set out on a new career path when he was hired by Morgan Stanley in a newly created role of Wealth Advisory Associate to develop retirement plans for clients. He became a registered Financial Advisor after obtaining the Series 7 and Series 66 Securities Licenses. In addition Martin also has his CA . Ins license #OI31172.
In 2016 Martin joined JRS Investments as an Investment Advisor Representative to better focus on his clients and provide them with the boutique service that comes with an independent firm.
Martin holds a very distinguished record of service in non-profit organizations in Canada and the U.S., including the Youth Motivation Task Force of Orange County. His most recent focus is helping rebuild the Anaheim Kingsmen Drum & Bugle Corps as a member of the Board of Directors.
Martin enjoys spending time and meeting with clients and friends cycling around Orange County, frequently on 60 mile and 100 mile rides. Chasing the little white ball around the many beautiful golf courses of southern California is another of Martin's passions. A serial athlete, Martin has recently taken up running and hopes that his daughter will one day join him as he competes in the Hawaii Ironman Triathlon race.
Thomas has been a successful Software Account Executive with over 20 years experience servicing Fortune 1000 companies.
He has partnered with the team at JRS Investments and Wealth Preservation, LLC. combining his personal and business experience and share it with his clients.
Thomas is able to provide a full spectrum of investment programs, products and strategies to meet his customer's diverse and varied investing needs. I simply help people streamline and organize their financial affairs.
With a Bachelor's degree in Finance from Cal Poly - San Luis Obispo, Thomas is dedicated to providing clients with a uniquely tailored approach to their financial and investment strategies, helping them reach the goals that are most important to them.
Thomas's favorite past times include hiking, boating and spending quality time with his family.
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 the his family. Additionally, Alex’s hobby is watching the Cryptocurrency boards and, in the past, was on the board of the University of Arizona OCCats Alumni association.
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.
JRS Investments and Wealth Preservation, LLC is a registered investment advisor in the states of Washington, California, Hawaii and Idaho.
The advisor may not transact business in states where it is not appropriately registered or exempt from registration.
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