Advisor at Packerland Brokerage Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Huntingdon, PA 16652
Credentials
Series 63, Series 66
Industry experience
28 years
Jo Swope is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial and Diversified Investment Solutions, Inc. Outside of her advisory work, she serves as a board member and vice president for the United Way of Huntingdon County and volunteers with local nonprofit efforts such as The Brenna Project. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed portfolios and third-party arrangements, supported by routine client reviews and due diligence.
Based on Packerland Brokerage Services, Inc.
Based on Packerland Brokerage Services, Inc.
Financial planning fixed fees typically range from $500 to $10,000
Commissions are earned on securities transactions processed through Packerland's broker-dealer
Hourly rates for financial planning typically do not exceed $400/hour
Minimum fee: Financial Planning fees typically range from $500 to $10,000 depending on complexity and arrangement Fee-only: Financial Planning fees charged on fixed fee basis ($500 to $10,000), hourly basis (up to $400/hour), or as a percentage of assets under management, negotiated per client
223 Washington St
Huntingdon, PA 16652
Pennsylvania
Packerland Brokerage Services
2017 - Present (9 years)
Shavers Creek Burial Assoc.
2013 - 2016 (3 years)
Soroptimist Club
2011 - 2016 (5 years)
Diversified Investment Solutions, Inc.
2010 - Present (16 years)
Raymond James Financial
2009 - 2016 (7 years)
Raymond james Financial Services, Inc.
2008 - 2016 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Mount Union, PA
WealthKare.com, Inc.
Anthony Brong is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with WealthKare.com and American Assets Financial Corporation since 2011. In addition to advisory work, he operates as an independent insurance agent. WealthKare.com serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, consulting, and estate-planning referrals. The firm uses fundamental analysis and a long-term approach, combining internally managed strategies with third-party models and emphasizes client education and digital tools.
Series 65
Mount Union, PA
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Series 63, Series 65
Mount Union, PA
WealthKare.com, Inc.
Bruce Smith is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has worked at RIA Wealth Solutions, LLC, and has been the majority owner of an educational company, Get More Retirement, LLC, since 2014. Smith also serves as an insurance agent with American Asset Financial Corp. WealthKare.com, Inc. serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and estate-planning referrals. The firm uses fundamental analysis and a long-term approach, combining internally managed strategies with third-party models to tailor portfolios according to client goals and risk tolerances.
Series 65
Mount Union, PA
WealthKare.com, Inc.
Bruce Smith IV is a Series 65-licensed financial advisor with 19 years of industry experience. He is associated with WealthKare.com, Inc., where he has worked since 2002. His prior experience includes roles at RIA Wealth Solutions, LLC, Get More Retirement, LLC, and American Assets Financial Corporation. Outside of his advisory work, Smith serves as a director for the Mount Union Area School District, a nonprofit organization. WealthKare.com, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a fundamental analysis approach with a long-term orientation, combining internally managed strategies with third-party models and emphasizing client education and digital tools.
CFP®, Series 63, Series 65
Mount Union, PA
WealthKare.com, Inc.
Christopher Heaster is a CFP® professional with 19 years of industry experience, currently serving at WealthKare.com, Inc. He has worked at RIA Wealth Solutions, LLC and American Assets Financial Corporation. Outside of his advisory role, Heaster is a partial owner of an educational company, Get More Retirement, LLC, and serves as an unpaid assistant director for the Mount Union Area School District nonprofit. WealthKare.com, Inc. serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and estate-planning referrals. The firm employs fundamental analysis and a long-term approach, combining internally managed strategies with third-party models and emphasizes client education and digital tools across its multi-office structure.
Series 63, Series 65
Mount Union, PA
WealthKare.com, Inc.
Nathan Chatman is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at WealthKare.com since 2002 and was previously affiliated with RIA Wealth Solutions, LLC. Outside of his advisory role, Chatman is involved in realty product sales and services as a licensed realtor with Colony Realty Group, LTD. WealthKare.com serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and estate-planning referrals. The firm employs fundamental analysis and a long-term investment approach, combining internally managed strategies with third-party models and emphasizing client education and digital tools.
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