Jordan Schwartz
Investment adviser representative at Strategic Wealth Investment Group, LLC
12 yearsExperience
7 statesRegistered in
$1.4BFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Schwartz Group, Inc.Aug 2018 to now
- Schwartz Leasing, LLCAug 2018 to now
- Jean and Jordan, LLCOct 2017 to now
- Strategic Wealth Investment Group, LLCMay 2015 to now
- Bass RealtyJun 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 7 states (CO, IL, KY, NC, OH, TX, WA).
Strategic Wealth Investment Group, LLC
$1.4BAssets managed
3,900Clients
33Advisers
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
- 6519627
- Firm CRD
- 165474