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Jordan Vaun Schwartz

JASMIJN CAPITAL MANAGEMENT, LLC·HIGHLAND, Utah
JASMIJN 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
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Jordan Vaun Schwartz is a registered financial advisor based in HIGHLAND, Utah, affiliated with JASMIJN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
JASMIJN CAPITAL MANAGEMENT, LLC
JASMIJN CAPITAL MANAGEMENT, LLC
AUM
$70M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JASMIJN CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6680759
Firm CRD# 127066
View on FINRA BrokerCheck →

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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
Charlotte Rae Nolan
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
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)OREM (38)HOLLADAY (28)BOUNTIFUL (26)SOUTH JORDAN (25)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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