John Patrick Swee

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → 09/2025
  Gryphon Advisors, Llc
  Evanston, IL
• 10/2025 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2009-03-19 → 2025-12-08
  Gryphon Advisors, Llc
  Evanston, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-18

Designations

• Certified Financial Planner

Other Names

• John P Swee