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A North Carolina financial advisor has switched to Raymond James Financial Services from Edward Jones where he managed almost $140 million in client assets.
Jonathan “J.D.” Swart, CPA, CRPC, and his firm Swart Financial Partners is headquartered in Wilmington and also includes senior client service associate Amanda Schedler.
Swart was with Edward Jones for around a decade and is a Certified Public Accountant (CPA) and a Chartered Retirement Planning Counselor.
“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.
RECENT INFLUX
Raymond James has approximately 8,700 financial advisors throughout the United States, Canada and overseas, with total client assets of approximately $1.30 trillion as of August 31, 2023.
Other recent teams to join the firm’s channels include five financial advisors who managed more than $500 million in assets at Merrill Lynch who joined the employee advisor channel; three financial advisors and four associates from Plains State Bank in Houston and Cypress, Texas, who were previously affiliated with Avantax Investment Services and managed $317 million in client assets, and joined the firm’s financial institutions division; and an Indiana team that managed $335 million at Edward Jones who joined the independent channel in Indiana.
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