Unclaimed Profile

Jordan Schwartz

STRATEGIC WEALTH INVESTMENT GROUP, LLC·LOUISVILLE, Kentucky

Clean recordSTRATEGIC WEALTH INVESTMENT GROUP, LLC

500 N. HURSTBOURNE PARKWAY, LOUISVILLE, KY 40222CRD# 6519627Firm CRD# 165474

Profile Verification

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

Identity

Jordan Schwartz · LOUISVILLE, KY

Registration

CRD #6519627 · STRATEGIC WEALTH INVESTMENT GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jordan Schwartz is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with STRATEGIC WEALTH INVESTMENT GROUP, LLC. 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

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

STRATEGIC WEALTH INVESTMENT GROUP, LLC

AUM

$901M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STRATEGIC WEALTH INVESTMENT GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6519627

Firm CRD# 165474

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jordan Schwartz offer?

Jordan Schwartz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Jordan Schwartz's credentials?

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

Where is Jordan Schwartz located?

Jordan Schwartz is based in LOUISVILLE, Kentucky, working with STRATEGIC WEALTH INVESTMENT GROUP, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Jordan Schwartz charge for services?

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

How large is STRATEGIC WEALTH INVESTMENT GROUP, LLC?

STRATEGIC WEALTH INVESTMENT GROUP, LLC has approximately 76 employees and manages $901M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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