AdvisorOS Directory
Claim Profile
ES

Eric Jason Schwartz

AEM ASSET MANAGEMENT, LLC·SOMERSET, New Jersey
Unclaimed Profile
265 DAVIDSON AVENUE, SOMERSET, NJ 08873CRD# 5879911Firm CRD# 310360
01

About

Eric Jason Schwartz is a registered financial advisor based in SOMERSET, New Jersey, affiliated with AEM ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AEM ASSET MANAGEMENT, LLC
AEM ASSET MANAGEMENT, LLC
AUM
$128M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at AEM ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5879911
Firm CRD# 310360
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOMERSET?

Browse all registered financial advisors in SOMERSET, New Jersey or claim this profile if it's yours.

Browse SOMERSET AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile