Diversified Investment Solutions, Inc.An Independent Company

About Us

Financial Advisor Image
Jo Anna Swope, CTFA
Investment Executive
Previous positions held:
Financial Advisor & Trust Dept. Manager, Kish Bank
Investment Services Rep., L R Webber Associates
Trust Department, Penn Central National Bank
Education:
Institute of Certified Bankers, Certified Trust & Financial Advisor
Series 7, 63, & 66 Licenses
Community Groups:
Huntingdon Rotary Club
Huntingdon County Chamber of Commerce
Junior Achievement
Brittany Cox
Administrative Assistant
Previous positions held:
Administrative Assistant, Clark & McDermott Tax and Accounting Services
Education:
Penn State University, Business Administration

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1

By the numbers*

  • Over 6,200 financial advisors
  • More than 2.5 million client accounts
  • Over 2,500 locations throughout the United States, Canada and overseas
  • Approximately $475 billion in total client assets

It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 9/30/2014

1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2014 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice

Financial Advisor Image
Jo Anna Swope, CTFA Investment Executive
713 Washington Street
HuntingdonPA 16652
Phone: 814-643-0320
Fax: 814-643-2414
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC