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Jonathan Harrison Swanburg

Investments. Planning. Peace of Mind.

Calton & Associates, Inc.

Houston

TX

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Overview

Services

Advisor Services

  • Financial Planning

  • Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Calton & Associates, Inc. 4 years, 7 months Jan 2015 - Present
Tristar Advisors 9 years, 11 months Sep 2009 - Present
Tri-Star Financial 5 years, 3 months Sep 2009 - Dec 2014

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Jonathan Swanburg

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Calton & Associates, Inc.

Last updated on April 2, 2019
    • $1.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $169.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions