Raymond James welcomes financial advisor managing $140 million in North Carolina
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jonathan “J.D.” Swart, CPA, CRPCTM, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
At Swart Financial Partners headquartered in Wilmington, North Carolina, Swart is joined by senior client service associate Amanda Schedler. The practice takes a personalized approach to managing wealth for its clients, with an emphasis on individuals with complex financial situations looking to simplify and organize their wealth in a tax-efficient way. They serve business owners and executives, multi-generational families, healthcare professionals and those in or nearing retirement. Swart arrives from Edward Jones, where he managed nearly $140 million in client assets.
“After an extensive vetting process, we feel certain that Raymond James will provide us the unwavering support and flexibility that we need to serve the best interests of our clients. We are very excited to partner with a firm that offers advanced technology, planning resources and lending solutions,” said Swart.
Swart is both a Certified Public Accountant (CPA) and a Chartered Retirement Planning CounselorTM with over a decade of experience gained at his former firm. His professional designations and experience are backed by a bachelor’s degree in business management and finance from NC State University and a master’s degree in accountancy from the University of North Carolina at Wilmington.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.30 trillion as of Aug. 31, 2023. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Swart Financial Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.