Jack R Schwartz
Investment adviser representative at Summit Investment Advisory Services
13 yearsExperience
1 stateRegistered in
$745.8MFirm assets
9 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
13 years in the industry.
- LPL Financial LLCApr 2023 to now
- Summit Investment Advisory Services, LLCAug 2022 to now
- EcolabNov 2021 to Aug 2022
- Amertias Investment Company, LLCAug 2021 to Oct 2021
- Ameritas Life Insurance CorpJul 2021 to Oct 2021
- Midwest Secure RetirementJul 2021 to Oct 2021
- UnemployedMay 2021 to Jul 2021
- Summit Investment Advisors, LLCMay 2019 to Aug 2019
- Saint John's UniversityAug 2017 to May 2021
- White Bear Yacht ClubMay 2017 to Aug 2017
- Hill-murray High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Summit Investment Advisory Services
Legal name: Summit Investment Advisory Services, LLC
$745.8MAssets managed
1,075Clients
8Advisers
9 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
- 7123743
- Firm CRD
- 168594