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
Sort By:
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
Sort By:
Most Helpful
    College Tuition
Can my Sallie Mae student loans be forgiven?
90% of people found this answer helpful

This sounds like a terrible situation and if these were federal loans, the answer would be yes. In the case of your private Sallie Mae loans, however, the answer is unfortunately no. Here is an Investopedia post from November on this exact topic:  "Can Sallie Mae loans be forgiven?"

I really wish I had better news. Sallie Mae may work with you, but there is no official program in place to forgive private student loans.

July 2016
    Debt
How do I pay off a revolving line of credit?
89% of people found this answer helpful
July 2016
    Retirement, Retirement Savings
How should I start saving for retirement on a low income?
88% of people found this answer helpful
July 2016
    Financial Planning
What is some investment advice for an 18 year old?
88% of people found this answer helpful
June 2016
    Personal Finance
How does securitization play a role in the implementation of PACE financing?
88% of people found this answer helpful
June 2016