Eric Jason Schwartz
Investment adviser representative at Aem Asset Management, LLC
16 yearsExperience
1 stateRegistered in
$117.9MFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Aem Asset Management, LLCMay 2020 to now
- Njpmi LLCMar 2012 to now
- Rrbb (rosenburg Rich Baker Berman & Company)Jan 2010 to now
- Rrbb Asset Management LLCMay 2011 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Aem Asset Management, LLC
$117.9MAssets managed
45Clients
2Advisers
6 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
- 5879911
- Firm CRD
- 310360