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Eric Jason Schwartz

AEM ASSET MANAGEMENT, LLC·SOMERSET, New Jersey
Series 65Clean record6 years registeredAEM ASSET MANAGEMENT, LLC
265 DAVIDSON AVENUE, SOMERSET, NJ 08873CRD# 5879911Firm CRD# 310360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Jason Schwartz · SOMERSET, NJ
Registration
CRD #5879911 · AEM ASSET MANAGEMENT, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

AEM ASSET MANAGEMENT, LLC
Sep 2020 – present
RRBB ASSET MANAGEMENT, LLC
Jan 2020 – Dec 2020
MAPLEWOOD, NJ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 14, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AEM ASSET MANAGEMENT, LLC
CRD 310360 · SEC 801-119397
AUM
$128M
Regulatory assets under management
Employees
2
45 client accounts
Services offered by AEM ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AEM ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Eric Jason Schwartz offer?
Eric Jason Schwartz specializes in Financial Planning, Investment Management. Contact their office in SOMERSET, New Jersey for a consultation.
What are Eric Jason Schwartz's credentials?
Eric Jason Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Jason Schwartz located?
Eric Jason Schwartz is based in SOMERSET, New Jersey, working with AEM ASSET MANAGEMENT, LLC. Their office serves clients in the SOMERSET metropolitan area and surrounding communities.
How does Eric Jason Schwartz charge for services?
Eric Jason Schwartz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEM ASSET MANAGEMENT, LLC?
AEM ASSET MANAGEMENT, LLC has approximately 2 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
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