Jo Anna Swope
Investment adviser representative at Packerland Brokerage Services, Inc.
18 yearsExperience
1 stateRegistered in
$1.4BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Packerland Brokerage Services, Inc.Jan 2017 to now
- Diversified Investment Solutions, Inc.May 2010 to now
- Shavers Creek Burial Assoc.May 2013 to Dec 2016
- Soroptimist ClubAug 2011 to Dec 2016
- Raymond James Financial Services Advisors, IncJan 2009 to Dec 2016
- Raymond James Financial Services, Inc.Oct 2008 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
Packerland Brokerage Services, Inc.
$1.4BAssets managed
4,868Clients
177Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2950993
- Firm CRD
- 37031