Jonathan Swart is a registered investment advisor, based in Wilmington, NC, with 13 years of industry experience.
Location
1508 Military Cutoff Rd., Suite 305, Wilmington, NC, 28403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is part of a group of advisors with Raymond James and owns Swart Financial Partners, LLC, a DBA name with Raymond James, dedicating about half his time to it. He also owns Swart Holdings LLC, a rental real estate holding company, and is an officer of TOF 2023 LLC, a holding LLC for office expenses, spending about a quarter of his time on it. Jonathan is also a board member for the Finance Committee at Wrightsville United Methodist Church.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Edward Jones
Edward JonesBroker
Edward Jones
Edward JonesBroker
State Registrations16 states
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