Jonathan SchwartzCRD Number: 5581600
Current Firm: Ssn Advisory, Inc.
Jonathan Schwartz (CRD# 5581600) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Knoxville, TN and has over 9 years of experience in the finance industry.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|Securities Service Network||Knoxville, TN||Aug 2011 - Current||6|
|Invest Financial Corporation||Knoxville, TN||Nov 2010 - Jun 2011||< 1|
|Ameriprise Financial Services, Inc.||Knoxville, TN||Jul 2009 - Oct 2010||1|
|Edward Jones||St Louis, MO||Aug 2008 - Mar 2009||< 1|
|Jerry Tipton Cpa||Knoxville, TN||Apr 2007 - Aug 2008||1|
|Unemployement||Knoxville, TN||Oct 2006 - Mar 2007||< 1|
|Cumberland Ford Motors||Middlesboro, KY||Mar 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management1,482MILLIONS
Total Number of Accounts8,662ACCOUNTS
Average Account Value$171,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
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, VT, WA, WI, WV
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