John Ryan Swikart
Investment adviser representative at Cfs Investment Advisory Services LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Cfs Investment Advisory Services LLCSep 2021 to now
- Jack SwikartJul 2017 to now
- Wealthspire Capital, LLCJan 2020 to Jun 2020
- Wealthspire AdvisorsMay 2019 to Aug 2021
- Charles Schwab & Co., IncJul 2017 to May 2019
- Charles Schwab BankJul 2017 to May 2019
- Network 1 Financial SecuritiesJun 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cfs Investment Advisory Services LLC
$2.7BAssets managed
1,238Clients
10Advisers
32 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
- 6691251
- Firm CRD
- 106577