Jordan Schwartz, financial advisor Louisville KY

Jordan Schwartz

CRD Number: 6519627
Current Firm: Strategic Wealth Investment Group, LLC

Jordan Schwartz (CRD# 6519627) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Schwartz Leasing, LLC Goshen, KY Aug 2018 - Current 5
Schwartz Group, Inc. Goshen, KY Aug 2018 - Current 5
Strategic Wealth Investment Group, LLC Louisville, KY Jun 2018 - Current 5
Jean And Jordan, LLC Louisville, KY Oct 2017 - Current 6
Strategic Wealth Investment Group, LLC Louisville, KY Dec 2015 - Current 8
Strategic Wealth Investment Group, LLC Louisville, KY May 2015 - Current 8
Bass Realty Louisville, KY Jun 2014 - Dec 2016 2
Student Louisville, KY Jan 2005 - May 2015 10
Semonin Realtors Louisville, KY Apr 2013 - Jun 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Jordan Schwartz
Phone Number: 502-412-3354
Registered State(s):
  • CO
  • KY
  • NC
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    901
    MILLIONS
  • Total Number of Accounts
    22,963
    ACCOUNTS
  • Average Account Value
    $39,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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