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John Swanson, financial advisor Bend OR

John Swanson

CRD Number: 3070826
Current Firm: Hightower Advisors, LLC
Compensation Model: Fee Only
John Swanson (CRD# 3070826) is an Investment Advisor Representative working at Sheppard Wealth Management, LLC in Bend, OR and has over 17 years of experience in the finance industry.
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Company Name Location Dates Years
Hightower Chicago, IL Sep 2022 - Current 1
Sheppard Wealth Management, LLC Bend, OR Jun 2014 - Sep 2022 8
Freestone Capital Management, LLC Seattle, WA Jan 2012 - Jun 2014 2
Freestone Securities, LLC Seattle, WA Jan 2012 - Jun 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 1999
Contact Info for John S. Swanson
5 Nw Minnesota Avenue, Suite 220, Bend, OR 97703
Phone Number: 312-962-3800
Firm Website: https://investsg.com/
Registered State(s):
  • CA
  • OR
Current Firm Details
Hightower Advisors, LLC
Firm's CRD Number: 145323
200 W. Madison St., Suite 2500, Chicago, IL 60606
By the Numbers
  • Total Assets Under Management
    130,239
    MILLIONS
  • Total Number of Accounts
    178,256
    ACCOUNTS
  • Average Account Value
    $730,631
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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