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
| Title | President, Owner And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |