Lewis Schwartz, financial advisor Idabel OK
93 score

Lewis Schwartz

CRD Number: 3125507
Current Firm: Edward Jones

Lewis Schwartz (CRD# 3125507) is an Investment Advisor Representative working at Edward Jones in Idabel, OK and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Edward D. Jones & Company, LP St. Louis, MO Sep 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Lewis S. Schwartz
Phone Number: 314-515-2000
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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