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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-03-2008
- Office Locations
- 6
Office Locations
About JRS Investments AND Wealth Preservation, LLC
JRS Investments and Wealth Preservation, LLC is a boutique RIA serving retail clients, including business owners and entrepreneurs. The firm provides investment management, portfolio construction, and financial planning, with insurance planning as needed. Portfolios emphasize ETFs alongside cash and select fixed income. Registered in WA, CA, HI, and ID; commonly custodies at Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
JAMES ROBERT SWANSON
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #1244921
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DANIEL SANTILLAN COTAMAGANA
--
- CRD
- #5357733
ALEXANDER H DARDICK
Wealth Advisor
- CRD
- #6553343
Vital glacier
Crest crest
- CRD
- #80033
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,370,741 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,370,741 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,370,741
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $791,917,532 | 32.8% |
| Cash | $767,773,705 | 31.8% |
| Derivatives | $620,496,359 | 25.7% |
| Municipal Bonds | $234,195,123 | 9.7% |
| Total | $2,414,382,719 | 100.0% |