John Patrick Swift
Investment adviser representative at Benchmark Investment Advisors LLC
14 yearsExperience
2 statesRegistered in
CFADesignation
$329.2MFirm assets
Are you John Patrick Swift? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Benchmark Investment Advisors LLCJan 2017 to now
- Gentry Private Wealth Management LLCJan 2012 to Dec 2016
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Benchmark Investment Advisors LLC
$329.2MAssets managed
126Clients
3Advisers
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
- 4056303
- Firm CRD
- 159705