Jonathan Swanburg

CFP
Personal Finance, Retirement, Investing
98%
Helpful
95
Answers
16
Articles
148
Followers
“Jonathan Swanburg is a Certified Financial Planner providing relevant financial content and commentary for young professionals, entrepreneurs, and stewards of family assets interested in efficiently building and managing wealth.”
Firm:

Guided Wealth Management

Job Title:

Investment Advisor Representative

Biography:

Since 2009, Jonathan Swanburg has been an Investment Advisor Representative at Tri-Star Advisors. Today he runs the firm's Guided Wealth Management service, offering financial planning and investment advice to working age professionals.  He has an extensive fixed income background having started his career analyzing mortgage backed securities, municipal bonds, and structured notes. Jonathan's financial commentary has been featured in publications including Time Magazine, The Financial Times, The Wall Street Journal, and Financial Planning Magazine.

Jonathan attended college at Pepperdine University where he graduated with a Bachelor of Arts degree in Economics. During that time he was a macroeconomic teaching assistant, the President of Phi Alpha Delta, and a caddy at Riviera Country Club. From there, he went on to receive his Juris Doctorate and Master of Business Administration from Baylor University where he concentrated in Business Transactions and was recognized as the outstanding MBA graduate, top presenter at the Big XII case competition, and two-time winner of the Baylor MBA ethics case competition. Jonathan earned the Certified Financial Planner© designation in 2013 and is an active member of the State Bar of Texas.

Outside of work, Jonathan volunteers with the Houston Young Lawyers Association and enjoys playing golf, tennis, fishing, writing and spending time with his wife and two sons.

Education:

BA, Economics, Pepperdine University
JD / MBA, Baylor University

Assets Under Management:

$135 million

Fee Structure:

Fee-Based

CRD Number:

5713713

Insurance License:

#1000744

Disclaimer:

Jonathan Swanburg is a Registered Representative offering securities through Calton & Associates, Inc. Member FINRA/SIPC and an Investment Advisor Representative offering advisory services through Tri-Star Advisors, an SEC registered investment adviser. Calton & Associates, Inc and Tri-Star Advisors are separate entities.

Videos
  • Jonathan Swanburg, Advisor Insights Interview
All Articles
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Most Helpful
April 2017
    Bonds / Fixed Income, Investing
June 2016
    Banking, Personal Finance
July 2016
    Debt, Investing, Lifestage Based Planning, Personal Finance
July 2016
    College Tuition
June 2016
    Retirement Living, Retirement Savings

All Answers
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Most Helpful
    Social Security, Taxes
Will my Social Security benefits increase as I continue to pay taxes?
50% of people found this answer helpful

It can continue to increase. Social Security is paid out based on an average of your highest 35 years of earnings adjusted for inflation. And those years don't have to be a consecutive 35 years or the last 35 years. So, if your current income is knocking off years where you had lower or no income, than your Social Security benefit will continue to increase. On the other hand, if you have been maxing out Social Security for 35 years, then continuing to work and paying taxes won’t increase the benefit any further.

January 2017
    International / Global
Can I use HSA funds abroad?
83% of people found this answer helpful
January 2017
    Bonds / Fixed Income
Should I sell long term bond index funds?
67% of people found this answer helpful
January 2017
    Social Security
Would receiving an inheritance affect my Social Security Disability?
83% of people found this answer helpful
December 2016
    Financial Planning, Choosing an Advisor
Can a financial advisor help determine if I should purchase a duplex and go into renting?
86% of people found this answer helpful
December 2016