Lewis Schwartz (CRD# 3125507) is an Investment Advisor Representative working at Edward Jones in Idabel, OK and has over 25 years of experience in the finance industry.
CRD# 6927173
Edward Jones
CRD# 6583599
Rooted Planning Group
CRD# 6983176
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward D. Jones & Company, LP | St. Louis, MO | Sep 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- OK
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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