Jack Swarm
Jackson Swam Branch Professional

Jack has joined Accompany Wealth as a branch professional, adding capacity to our growing team. Jack will help deliver the high level of service we provide to our clients, as well as improve efficiencies in the way we deliver these services. Knowledgeable, responsive and an excellent problem solver, Jack’s objective is to share his passion for research and his kind approach to relationship management that clients have grown to expect from us. 

Jack will focus on assisting with financial planning, investment product research and sharing our practice's capabilities through social media and marketing campaigns. His presence on our team will expand our bandwidth for younger generations of current and potential investors. With a background in accounting, Jack will be a compliment to our planning efforts, able to assist with tax planning and analysis as we coordinate with accounting and legal professionals.

Before joining our team, Jack was a Client Brokerage Assistant at Wells Fargo Advisors. He graduated Cum Laude with a bachelor’s degree in accounting from the University of Maryland at College Park in May 2022. More recently, Jack earned his Masters in Business Administration from Loyola University Maryland. 

Born and raised in Baltimore County, Maryland, Jack was educated at Calvert Hall, where he played football and excelled in the McMullen Scholars Program, a highly competitive integrated program of study. Jack enjoys watching and playing sports, where he passionately supports the professional Baltimore sports teams. He also enjoys listening to podcasts, reading books and hanging out with his friends and family. 

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.