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Jim Swanton, Financial Advisor

FINANCIAL ADVISOR
Jim Swanton

CFP®, CEPA®
68 East Main Street, Somerville, NJ 08876opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Manufacturing Professionals

About Jim

Located in the heart of New Jersey, we are the place for motivated families in Somerset and Hunterdon County to achieve their goals through comprehensive financial advice and business exit planning. I am a CERTIFIED FINANCIAL PLANNER® professional, and enjoy working with clients as they transition to their next phase of life, whether that be retirement or the next business venture.

My talented client support team is spearheaded by Senior Branch Office Administrator Denise Cecere, who has been with us for seven years and has over 30 years' experience providing the highest level of service and professionalism.

I oversee the financial...

Work History

  • Edward JonesJuly 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Coastal Carolina UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Sports Enthusiast
  • Personal Fitness
  • Baseball

Team Members

  • Denise Cecere
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(908) 236-0495

Fax

(877) 405-7475

Office Address

68 East Main Street
Somerville, NJ 08876opens in a new window

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