Jamie Lee Via
Investment Adviser Representative at SWAN Capital
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jamie Lee Via is an investment adviser representative with SWAN Capital in Pensacola, FL, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with First Command Advisory Services. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Command Brokerage Services, INCNov 2022 – Jan 2024Fort Worth, TX
- Santa Rosa County SchoolsJul 2019 – Jun 2023Milton, FL
- Child Development Center Eglin Air Force BaseAug 2018 – Jun 2019Eglin Air Force Base, FL
- York Jewish Community CenterAug 2017 – May 2018York, PA
- Wichita Falls Independent School DistrictAug 2015 – Jul 2017Wichita Falls, TX
- First Command Brokerage Services, Inc.Jan 2024 – Jul 2024Fort Worth, TX
- First Command Advisory Services, Inc.Jan 2024 – Jul 2024Fort Worth, TX
- First Command Insurance Services, Inc.Jan 2024 – Jul 2024Fort Worth, TX
- SWAN CapitalDec 2024 – no end date reportedPensacola, FL
- UnemployedAug 2024 – Dec 2024Navarre, FL
- Family First LifeJul 2024 – Aug 2024Uncasville, CT
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SWAN Capital
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Performance-based fees
- Estimated blended rate
- 0.012
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Pensacola, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jamie Lee Via has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched