John Cortlandt Sweeney
Investment adviser representative at Icon Financial Services LLC
11 yearsExperience
1 stateRegistered in
$19.7MFirm assets
6 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Icon Financial Services LLCJul 2025 to now
- Icon Savings CorporationSep 2023 to now
- StudentJun 2015 to Sep 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Icon Financial Services LLC
$19.7MAssets managed
4,178Clients
3Advisers
6 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
- 8125481
- Firm CRD
- 306816