John Schwartz (CRD# 2918341) is an Investment Advisor Representative working at Quantum Strategies Management Company in Palo Alto, CA and has 1 year of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quantum Strategies Management Company | Palo Alto, CA | Aug 2002 - Current | 21 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$223,000
- Other
- Portfolio management for individuals and/or small businesses
CA
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