Jim Swanson has been an investment professional for more than 30 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.
Doug has been a successful senior Entertainment & Media executive with over 20 years experience in Media / Lifestyle / Licensing & Merchandising sectors.
Having worked at almost every major Hollywood studio, Doug has handled marketing and distribution strategies, creative advertising, corporate communications, investor relations, production publicity,
digital/mobile/social, and all aspects related to launch and sustain media campaigns.
Doug has recently turned his attention to the investment world and has partnered with the team at JRS Investments and Wealth Preservation LLC to take his personal and business experience and share it with his customers. Doug is presently focusing his efforts on assisting individuals and Hi-Net worth families to develop and create a legacy they will be proud of not only today, but for generations to come.
Doug's favorite past times include biking, hiking, backpacking and spending quality time with his son.
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.
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 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 is also a founder of TEKCORUS Consulting, Inc., a placement Agency specializing in high tech staffing.
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.
Leila was born in the Rocky Mountains of Colorado, raised in the desert of Arizona—and eventually found comfort in the solace of Southern California.
Having obtained a Bachelor of Applied Science degree in Neuroscience from UC San Diego, and working on her Executive MBA program at Loyola Marymount, Leila developed a keen interest in the realm of Behavioral Finance and the human mind in relation to decision making, investments, and retirement planning. Leila's more than a decade of experience working with clients initially with Merrill Lynch and most recently Money Matters with Ken Moraif, put her in a unique position to assist you in reaching your financial goals.
As an adviser Leila will work with you on an individual and personalized basis. Her goal for you is to provide peace of mind and handle the emotions of investing - endeavoring to make a difference. Working hard, striving to provide value, keeping you current on market conditions and keeping your portfolio in shape.
Leila's business philosophy comes from a Calvin Coolidge quote;
“Any reward that is worth having only comes to the industrious. The success which is made in any walk of life is measured almost exactly by the amount of hard work that is put into it.”
Leila's many community activities include;
· CHOC Children’s Hospital of Orange County – Volunteer
· Center for the Neurobiology of Learning and Memory, UCI -- Volunteer
· The Leukemia & Lymphoma Society – Volunteer
· Susan G. Komen – Volunteer
· New Door Ventures – Volunteer
· San Francisco Food Bank – Volunteer
In her spare time you can you can find Leila running the stairs in Corona Del Mar, riding her bike down the Pacific Coast Highway, studying to further her education, or spending time at the driving range hitting golf balls with her younger sister.
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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