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Jeffrey David Swanson

President, Owner And Chief Compliance OfficerSoutheastern Advisory Services IncCRD 2385161

About Jeffrey David Swanson

Jeffrey David Swanson is listed as President, Owner And Chief Compliance Officer at Southeastern Advisory Services Inc in Atlanta, GA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Southeastern Advisory Services Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey David Swanson work?

Jeffrey David Swanson is listed as President, Owner And Chief Compliance Officer at Southeastern Advisory Services Inc on SEC Form ADV.

How much of Southeastern Advisory Services Inc does Jeffrey David Swanson own?

Form ADV reports a beneficial ownership band of Over 75%.

Southeastern Advisory Services Inc

TitlePresident, Owner And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2022
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