Unclaimed Profile

Jerry Leonard Schwartz

INSIGHT SECURITIES, INC.·HIGHLAND PARK, Illinois

INSIGHT SECURITIES, INC.

600 CENTRAL AVE., HIGHLAND PARK, IL 60035CRD# 1688470Firm CRD# 5611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jerry Leonard Schwartz · HIGHLAND PARK, IL

Registration

CRD #1688470 · INSIGHT SECURITIES, INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Jerry Leonard Schwartz is a registered financial advisor based in HIGHLAND PARK, Illinois, affiliated with INSIGHT SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INSIGHT SECURITIES, INC.

AUM

$148M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INSIGHT SECURITIES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 1688470

Firm CRD# 5611

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jerry Leonard Schwartz offer?

Jerry Leonard Schwartz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HIGHLAND PARK, Illinois for a consultation.

What are Jerry Leonard Schwartz's credentials?

Jerry Leonard Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerry Leonard Schwartz located?

Jerry Leonard Schwartz is based in HIGHLAND PARK, Illinois, working with INSIGHT SECURITIES, INC.. Their office serves clients in the HIGHLAND PARK metropolitan area and surrounding communities.

How does Jerry Leonard Schwartz charge for services?

Jerry Leonard Schwartz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSIGHT SECURITIES, INC.?

INSIGHT SECURITIES, INC. has approximately 23 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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