Since 2020, Jeffrey Tyler Swanson has been working in Miller Ferrari Wealth Management located 411, 411. Jeffrey Tyler Swanson is a high-skilled Financial Advisor with over two years of work experience. According to Jeffrey's CV and work profile, the professional has worked at more than five companies with diverse backgrounds and gained different skills. Jeffrey attended school at the Montana State University - Bozeman from 2005 to 2009. This person has professional certification in Cfp®. Jeffrey Tyler Swanson can be found in Bend, Oregon – where this expert currently lives. You can search for this professional's phone and email. We can also provide you exhaustive contact information upon request.
Name variants:
Jeffery Swanson,
Geoffrey Swanson,
Jeff Swanson
Last updated May 25, 2024
Contact Information
Last Update
Jul 3, 2022
Email
js**@nextfinancial.com, ts**@nextfinancial.com
Location
Bend, OR
Company
Workplace
Work History
Financial Advisor
400 southwest Bluff Dr SUITE 107, Bend, OR 97702
from Jul 2020
Associate Financial Advisor
3500 Packerland Dr, De Pere, WI 54115
Jan 2014 — Jul 2014
Paraplanner
3500 Packerland Dr, De Pere, WI 54115
Dec 2012 — Dec 2013
Client Service Specialist
3500 Packerland Dr, De Pere, WI 54115
Sep 2011 — Dec 2012
Education
2005 — 2009
Occupations
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Representative
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Retirement Planning
Retirement
Series 7
Mutual Funds
Finance
Wealth Management
Asset Allocation
Asset Management
401K
Investment Advisory
Securities
Investment Strategies
Financial Advisory
Financial Planning
Portfolio Management
Financial Services
Financial Analysis
Leadership
Insurance
Fixed Annuities
Estate Planning
Life Insurance
FAQs about Jeffrey Tyler Swanson
What's the profession of Jeffrey Tyler Swanson?
This professional's job is Financial Advisor
What are the main profession of The professional?
These person's professions are Financial Broker and Financial Consultant
Where does Jeffrey Tyler Swanson live?
Bend, Oregon is the place where Jeffrey Tyler Swanson currently lives
Does Jeffrey have the email address?
js**@nextfinancial.com and ts**@nextfinancial.com is The expert's email address.
How many companies did Jeffrey Tyler Swanson work at?
The professional worked at five jobs.
What education does Jeffrey Tyler Swanson have?
Jeffrey studied at the Montana State University - Bozeman from 2005 to 2009.
What are the certifications of Jeffrey Tyler Swanson?
The professional received the following certifications: Cfp®.
Are there any industries, that Jeffrey Tyler Swanson works in?
Jeffrey Tyler Swanson works in Financial Services industry.