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Jonathan Spencer Schwartz

NSV II MANAGEMENT COMPANY, LLC·RADNOR, Pennsylvania
Clean recordNSV II MANAGEMENT COMPANY, LLC
RADNOR FINANCIAL CENTER, RADNOR, PA 19087CRD# 6019086Firm CRD# 160608

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Spencer Schwartz · RADNOR, PA
Registration
CRD #6019086 · NSV II MANAGEMENT COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Spencer Schwartz is a registered financial advisor based in RADNOR, Pennsylvania, affiliated with NSV II MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
NSV II MANAGEMENT COMPANY, LLC
NEWSPRING CAPITAL
AUM
$3.1B
Regulatory assets under management
Employees
66
Total firm employees
View all advisors at NSV II MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6019086
Firm CRD# 160608
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Spencer Schwartz offer?
Jonathan Spencer Schwartz specializes in Retirement Planning. Contact their office in RADNOR, Pennsylvania for a consultation.
What are Jonathan Spencer Schwartz's credentials?
Jonathan Spencer Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Spencer Schwartz located?
Jonathan Spencer Schwartz is based in RADNOR, Pennsylvania, working with NSV II MANAGEMENT COMPANY, LLC. Their office serves clients in the RADNOR metropolitan area and surrounding communities.
How does Jonathan Spencer Schwartz charge for services?
Jonathan Spencer Schwartz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NSV II MANAGEMENT COMPANY, LLC?
NSV II MANAGEMENT COMPANY, LLC has approximately 66 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NSV II MANAGEMENT COMPANY, LLC

James Edward Ashton
RADNOR, PA
Patrick Sugrue
RADNOR, PA
Gregory Barger
RADNOR, PA
Michael Anthony Dipiano
RADNOR, PA
Satyakanth Ponnuru
RADNOR, PA
Steven David Hobman
RADNOR, PA

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Research
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