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RIA / WealthAdvisorChartered Financial Analyst26 years in industry

JOHN PATRICK SWIFT

Advisor at BENCHMARK INVESTMENT ADVISORS LLC

CHICAGO, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 4, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BENCHMARK INVESTMENT ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 13, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S66|S63
First exam: Dec 13, 1999
First registration: Oct 4, 2000
Dual registered: no
IAPD individual key: 4056303

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BENCHMARK INVESTMENT ADVISORS LLC	Independent wealth	Jan 19, 2012	n/a	yes	CHICAGO, IL	Current employment
SWIFT WEALTH MANAGEMENT	n/a	Jan 4, 2010	Mar 6, 2012	no	CHICAGO, IL	Previous registration
SWIFT WEALTH MANAGEMENT	n/a	May 22, 2006	Dec 31, 2007	no	CHICAGO, IL	Previous registration
LEONETTI & ASSOCIATES INC	n/a	Mar 1, 2004	May 31, 2005	no	BUFFALO GROVE, IL	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jun 25, 2003	Oct 3, 2003	no	CHICAGO, IL	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	Oct 4, 2000	Oct 21, 2002	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SWIFT WEALTH MANAGEMENT	BENCHMARK INVESTMENT ADVISORS LLC	Mar 6, 2012	Jan 19, 2012	-47	Firm change after gap	Other
LEONETTI & ASSOCIATES INC	SWIFT WEALTH MANAGEMENT	May 31, 2005	May 22, 2006	356	Firm change	Other
E*TRADE CAPITAL MANAGEMENT, LLC	LEONETTI & ASSOCIATES INC	Oct 3, 2003	Mar 1, 2004	150	Firm change	Other
ALLIANCEBERNSTEIN L.P.	E*TRADE CAPITAL MANAGEMENT, LLC	Oct 21, 2002	Jun 25, 2003	247	Firm change	Other

Relationships

Registered with (5)

→ BENCHMARK INVESTMENT ADVISORS LLCRegistered adviserregistration: current employment
Jan 19, 2012 to presentfactForm ADV
→ SWIFT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 4, 2010 to Mar 6, 2012factForm ADV
→ LEONETTI & ASSOCIATES INCRegistered adviserregistration: previous registration
Mar 1, 2004 to May 31, 2005factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 25, 2003 to Oct 3, 2003factForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Oct 4, 2000 to Oct 21, 2002factForm ADV

Dated events

No dated event names this entity yet.