Jackson Leo Schwarz
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCJul 2023 to now
- Somerset Securities, Inc.Feb 2020 to Jul 2023
- Somerset Wealth Management, LLCFeb 2020 to Jul 2023
- Somerset Wealth StrategiesFeb 2020 to Aug 2022
- Ameriprise Financial Services, Inc.Jun 2017 to Feb 2020
- StarbucksDec 2016 to Jun 2017
- Portland State UniversityMar 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (ID).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 6815586
- Firm CRD
- 6363