Joseph Scherer (CRD# 5836528) is an Investment Advisor Representative working at W. Swartz & Company, LLC in Wildwood, MO and has over 6 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W. Swartz & Company, LLC | Glendale, MO | Oct 2020 - Current | 3 |
| Egis Financial | Guaynabo, PR | Jul 2020 - Current | 3 |
| Unemployed | Na, NY | Apr 2019 - Jul 2020 | 1 |
| Charles Schwab & Company, Inc. | Forest Hills, NY | Oct 2018 - Apr 2019 | < 1 |
| Charles Schwab Bank | Forest Hills, NY | Oct 2018 - Apr 2019 | < 1 |
| Unemployed | Hoboken, NJ | Feb 2018 - Oct 2018 | < 1 |
| Citigroup | Short Hills, NJ | Apr 2017 - Feb 2018 | < 1 |
| Unemployed | Philadelphia, PA | Jul 2016 - Apr 2017 | < 1 |
| J.p. Morgan Securities LLC | Clayton, MO | Jan 2014 - Jul 2016 | 2 |
| Jp Morgan Chase Bank Na | Clyaton, MO | Jan 2014 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- MO
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts235ACCOUNTS
-
Average Account Value$89,059
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MO, TX
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