John Swanson Location
Bend, OR, US
John Swanson Work
- 2025 - now Sr. Wealth Advisor @ Mercer Advisors
- 2014 - now Founder and President @ SHEPPARD WEALTH MANAGEMENT LLC
- 2024 - now Strategic Advisor @ SeeOnMe.ai
- 2022 - 2025 Private Wealth Advisor @ The Bahnsen Group
- 2012 - 2014 Director - Wealth Manager @ Freestone Capital Management
- 2002 - 2012 Senior Financial Advisor and Vice President @ Wells Fargo Advisors
- 2001 - 2002 Director of Sales @ Core Wealth
- 1998 - 2001 Financial Advisor @ Merill Lynch
- 2001 - 2001 Portfolio Manager and Customer Relations @ Peritus Asset Management
John Swanson Education
- Westmont College1995 - 1998
- Saint Thomas Academy1991 - 1993
John Swanson Summary
John Swanson, based in Bend, OR, US, is currently a Founder and President at SHEPPARD WEALTH MANAGEMENT LLC. John Swanson brings experience from previous roles at Mercer Advisors, SeeOnMe.ai, The Bahnsen Group and Freestone Capital Management. John Swanson holds a 1995 - 1998 Westmont College. John Swanson has 4 emails on RocketReach.
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