John Swift
Benchmark Investment Advisors · Chicago, Illinois
John Swift is a fee-only financial advisor at Benchmark Investment Advisors in Chicago, Illinois, who holds the CFA credential. Benchmark Investment Advisors reports charging a percentage of assets on its Form ADV.
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Who they serve
- Founders
- Executives
- Physicians
- High earners
Facts
| Firm | Benchmark Investment Advisors |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $329.2M across 126 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, TX · CRD 4056303 |
| Exams passed | Series 63 (2010) · Series 66 (1999) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.trustbenchmark.com |
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Questions about John
Is John Swift a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Benchmark Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Benchmark Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is John Swift based?
John Swift is based in Chicago, Illinois.
What credentials does John Swift hold?
John Swift holds the CFA credential.
Is John Swift registered with the SEC?
Yes. John Swift is registered as an investment adviser representative in IL and TX (CRD 4056303), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Benchmark Investment Advisors manage?
Benchmark Investment Advisors reports $329.2M across 126 accounts in assets under management.
How do I contact John Swift?
Through John's website, www.trustbenchmark.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Benchmark Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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