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Jim Swanson
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Jim has been an investment professional for more than 19 years and brings a wealth of know-how and experience to the table for his customers. NEXT Financial's tremendous array of products and services combined with Jim's low-key, highly professional approach affords him tremendous lattitude when offering guidance and direction for his customers. He is the designated representative, for the NEA Valuebuilder program from Security Benefit, in San Diego's north county inland area.
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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. He currently holds series 4, 7, 24, 63 and 65 licenses along with life, health and disability insurance licenses. Jim loves the challenge of meeting his customer's varied business needs. Jim is an avid sportsman and enjoys golf, tennis, table tennis, softball, mountain biking, skiing and SCUBA Diving. He is married, has two children and resides in the north county community of Rancho Penasquitos.
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Securities and fee based advisory and consulting services provided through NEXT Financial Group, Inc. NASD/SIPC Home Office: 2500 Wilcrest, Ste. 620, Houston, TX. 77042 713-789-7122
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