Jackson Schwarz, financial advisor Portland OR

Jackson Schwarz

CRD 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 1 year of experience in the finance industry.

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Company Name Location Dates Years
Somerset Securities, Inc. Portland, OR Feb 2020 - Current < 1
Somerset Wealth Strategies 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
Contact Info for Jackson L. Schwarz
Phone Number: 503-595-1333
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $137,980
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OR

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