Unclaimed Profile

John Patrick Swift

BENCHMARK INVESTMENT ADVISORS LLC·CHICAGO, Illinois

Series 7, Series 31, Series 63, Series 66CFAClean record25 years registeredBENCHMARK INVESTMENT ADVISORS LLC

180 N STETSON AVE., STE 1990, CHICAGO, IL 60601CRD# 4056303Firm CRD# 159705

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Patrick Swift · CHICAGO, IL

Registration

CRD #4056303 · BENCHMARK INVESTMENT ADVISORS LLC · 25 years registered

Brand Profile

Not yet started

Career History

BENCHMARK INVESTMENT ADVISORS LLC

Jan 2012 – present

SWIFT WEALTH MANAGEMENT

Jan 2010 – Mar 2012

CHICAGO, IL

SWIFT WEALTH MANAGEMENT

May 2006 – Dec 2007

CHICAGO, IL

LEONETTI & ASSOCIATES INC

Mar 2004 – May 2005

BUFFALO GROVE, IL

HARRIS INVESTOR SERVICES LLC

Jun 2003 – Oct 2003

CHICAGO, IL

ALLIANCE CAPITAL MANAGEMENT L P

Oct 2000 – Oct 2002

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · October 4, 2000

Years registered · 25

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BENCHMARK INVESTMENT ADVISORS LLC

CRD 159705 · SEC 801-73022

AUM

$270M

Regulatory assets under management

Employees

100 client accounts

Services offered by BENCHMARK INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BENCHMARK INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does John Patrick Swift offer?

John Patrick Swift specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are John Patrick Swift's credentials?

John Patrick Swift holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Patrick Swift located?

John Patrick Swift is based in CHICAGO, Illinois, working with BENCHMARK INVESTMENT ADVISORS LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does John Patrick Swift charge for services?

John Patrick Swift's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BENCHMARK INVESTMENT ADVISORS LLC?

BENCHMARK INVESTMENT ADVISORS LLC has approximately 4 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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