Jeffrey Paul Schwartz
Investment adviser representative at Access Wealth
36 yearsExperience
1 stateRegistered in
$539.1MFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Access WealthOct 2002 to now
- Access Wealth Planning LLCJul 2001 to now
- Royal Alliance Associates, Inc.Jul 2001 to now
- Gregory and SchwartzJan 1990 to now
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Access Wealth
Legal name: Access Wealth Planning, LLC
$539.1MAssets managed
373Clients
8Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4434947
- Firm CRD
- 112973