Bluebird Pearson LLC
Bluebird Pearson LLC (CRD# 174668) is a financial advisory firm headquartered in Chicago, IL. They manage $1,890,000 in 3 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$630,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Jonathan Schwartz (CRD# 2496135) is an Investment Advisor Representative working at Bluebird Pearson LLC in Chicago, IL and has over 20 years of experience in the finance industry.