People Moves
Who's Moving Where In Wealth Management? – Raymond James
The latest moves and appointments in wealth management in the Americas.
Raymond James has welcomed financial advisor Jonathan “JD” Swart to the firm’s independent advisor channel.
At Swart Financial Partners headquartered in Wilmington, North Carolina, Swart is joined by senior client service associate Amanda Schedler. Swart was previously from Edward Jones, where he managed nearly $140 million in client assets.
Swart is both a Certified Public Accountant (CPA) and a Chartered Retirement Planning CounselorTM with more than a decade of experience gained at his former firm. He has a master’s degree in accountancy from the University of North Carolina at Wilmington.
