Joshua Koh-Swineford
Investment Adviser Representative at FFO Investments LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Koh-Swineford is an investment adviser representative with FFO Investments LLC in Tampa, FL, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- FFO Investments LLCJul 2025 – no end date reportedTampa, FL
- J.p. Morgan Securities LLCSep 2024 – Jul 2025San Antonio, TX
- Volvo Construction EquipmentJan 2022 – May 2022Shippensburg, PA
- Northwestern MutualMay 2022 – Dec 2022Mechanicsburg, PA
- Snyder Contracting Services LLCFeb 2023 – Jun 2023Lancaster, PA
- Palace Entertainment Holdings, IncJun 2018 – Aug 2018Lancaster, PA
- Skyzone Trampoline ParkApr 2018 – May 2019Lancaster, PA
- Palace Entertainment Holdings, INCMay 2016 – Oct 2017Lancaster, PA
- Willow Valley CommunitiesOct 2017 – Jan 2018Lancaster, PA
- UnemployedJun 2019 – Dec 2021Lancaster, PA
- UnemployedJan 2023 – Feb 2023Lancaster, PA
- Jpmorgan Chase BANK, N.A.Jul 2023 – Aug 2024San Antonio, TX
- UnemployedFeb 2018 – May 2018Lancaster, PA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About FFO Investments LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive tax audits and strategy, organizational structure review, asset protection restructuring, passive income creation, coordination with existing professionals (CPA, attorney, etc.), bi-weekly high-touch advisory meetings, wealth acceleration planning, and quarterly exclusive community events for entrepreneurs.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Tampa, FL
- SEC file number:
- 801-134929
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 13, 2026
View full firm profileOther advisors at FFO Investments LLC
4 other advisors in the directory
Similar advisors in Tampa, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Koh-Swineford has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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