John
Swift

Benchmark Investment Advisors LLC

CRD#4056303
Investment Advisor
in Chicago, IL

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About this Advisor

John Swift is a chartered financial analyst operating in Chicago, Illinois with a total of 11 years of industry experience. Swift currently works for Benchmark Investment Advisors LLC. During their career, the advisor has held roles at Beige Group, LLC, Gentry Private Wealth Management LLC and Benchmark Investment Advisors LLC. Swift maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in Illinois and Texas. Benchmark Investment Advisors LLC is a registered investment business that has its headquarters in Chicago, IL. It has just four employees. It controls $211 million in assets across its 94 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 94 customer accounts, 87% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types billed by Benchmark Investment Advisors LLC likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

205 N. Michigan Ave Suite 3770
Chicago, IL 60601

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Benchmark Investment Advisors LLC Brokerage Details

Total Assets Under Management

$210,995,163

IL Average: $6,674,516,078
Total Number of Employees

4

IL Average: 44
Total Number of Accounts

94

IL Average: 2,564
Average Account Size

$2,244,629

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

John Swift Work History

John has been registered as a financial advisor for 11 years.*

2017 - Present (7 years)

Benchmark Investment Advisors LLC

2012 - 2014 (2 years)

Beige Group, LLC

2012 - 2016 (4 years)

Gentry Private Wealth Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Swift to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Benchmark Investment Advisors LLC

John Swift
Chicago, IL
Thomas Walshe
Chicago, IL
Jamie Tebbe
O'Fallon, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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