Jackson SchwarzCRD Number: 6815586
Current Firm: Somerset Wealth Management, LLC
Jackson Schwarz (CRD# 6815586) is an Investment Advisor Representative working at Somerset Wealth Management, LLC in Portland, OR and has over 2 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Ameriprise Financial Services, LLC
Middleton & Company
|Somerset Securities, Inc.||Portland, OR||Feb 2020 - Current||1|
|Somerset Wealth Strategies||Portland, OR||Feb 2020 - Current||1|
|Somerset Wealth Management, LLC||Portland, OR||Feb 2020 - Current||1|
|Ameriprise Financial Services, Inc.||Portland, OR||Jun 2017 - Feb 2020||2|
|Portland State University||Portland, OR||Sep 2016 - Mar 2018||1|
|Starbucks||Portland, OR||Dec 2016 - Jun 2017||< 1|
|Portland State University||Portland, OR||Mar 2016 - Mar 2017||1|
|Jerry Jones Landscaping||Portland, OR||Jun 2015 - Sep 2016||1|
|Portland Community College||Portland, OR||Apr 2012 - Jun 2016||4|
|Redtail Golf Center||Portland, OR||Aug 2013 - Jun 2015||1|
|Lakeridge High School||Portland, OR||Sep 2010 - Apr 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2019|
Total Assets Under Management10MILLIONS
Total Number of Accounts50ACCOUNTS
Average Account Value$199,747
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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