Jack Richard Sweiderk

Employer firm

Bay Harbor Wealth Management, LLC CRD 294000

$412M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2025 → Present
  Bay Harbor Wealth Management, Llc
  Hunt Valley, MD
• 07/2024 → 03/2025
  Bay Harbor Wealth Management, Llc
  Hunt Valley, MD
• 11/2023 → Present
  The Arc Central Chesapeake Region
  Owings Mills, MD
• 05/2023 → 07/2024
  Lpl Financial
  Fort Mill, SC
• 05/2020 → 07/2021
  Target Community And Educational Services
  West Friendship, MD
• 10/2020 → 02/2022
  S3 Shared Service Solutions
  Baltimore, MD
• 06/2020 → 10/2020
  S3 Shared Service Solutions
  Baltimore, MD
• 06/2019 → 08/2019
  S3 Shared Service Solutions
  Baltimore, MD
• 03/2015 → 06/2019
  N/A
  West Friendship, MD
• 08/2019 → 05/2020
  N/A
  West Friendship, MD
• 02/2022 → 05/2023
  N/A
  Baltimore, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-11

Other Names

• Jack Sweiderk