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Jordan Vaun Schwartz

JASMIJN CAPITAL MANAGEMENT, LLC·HIGHLAND, Utah
Series 63, Series 65Clean record7 years registeredJASMIJN CAPITAL MANAGEMENT, LLC
5917 W 10925 N, HIGHLAND, UT 84003CRD# 6680759Firm CRD# 127066

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jordan Vaun Schwartz · HIGHLAND, UT
Registration
CRD #6680759 · JASMIJN CAPITAL MANAGEMENT, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

JASMIJN CAPITAL MANAGEMENT, LLC
Jan 2024 – present
AGILIS WEALTH MANAGEMENT,LLC
Jul 2022 – Dec 2022
LEHI, UT
AGILIS WEALTH MANAGEMENT,LLC
May 2021 – Dec 2021
LEHI, UT
AGILE CAPITAL MANAGEMENT, LLC. (DBA PERSONAL BENEFIT SERVICES)
Mar 2019 – Dec 2019
LAKEWOOD, CO
02

Registrations & Exams

FINRA examinations passed
Series 63
Series 65
Registration record
First registered · March 19, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JASMIJN CAPITAL MANAGEMENT, LLC
CRD 127066 · SEC 801-112504
AUM
$70M
Regulatory assets under management
Employees
4
329 client accounts
Services offered by JASMIJN CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at JASMIJN CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jordan Vaun Schwartz offer?
Jordan Vaun Schwartz specializes in Investment Management, Fee-Only Advisory. Contact their office in HIGHLAND, Utah for a consultation.
What are Jordan Vaun Schwartz's credentials?
Jordan Vaun Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jordan Vaun Schwartz located?
Jordan Vaun Schwartz is based in HIGHLAND, Utah, working with JASMIJN CAPITAL MANAGEMENT, LLC. Their office serves clients in the HIGHLAND metropolitan area and surrounding communities.
How does Jordan Vaun Schwartz charge for services?
Jordan Vaun Schwartz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JASMIJN CAPITAL MANAGEMENT, LLC?
JASMIJN CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JASMIJN CAPITAL MANAGEMENT, LLC

Kevin Wray Melling
ARVADA, CO
Gary Alan Melling
ARVADA, CO
David Alan Melling
HIGHLAND, UT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
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City Guides
SALT LAKE CITY GuidePROVO GuideLEHI GuideDRAPER GuideOREM Guide
Research
Advisor Fees in UtahNational Fee Analysis
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