linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Adam Swartz

Main Street Research LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Adam Swartz

Jacob Adam Swartz is an Investment Advisor Representative at Main Street Research LLC. Jacob Swartz has been in the industry since May 2021 and has a Series 65 license. He has been registered with the state of California since June 2021. Prior to joining Main Street Research LLC, Jacob Swartz worked at Bloomberg LP in San Francisco, CA and Tamalpais High School in Mill Valley, CA. Jacob Swartz received a degree from Chapman University in Orange, CA. Main Street Research LLC is a registered investment advisor with the SEC. The firm provides advisory services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm specializes in financial planning, portfolio management, and consulting. The firm's assets under management are over $1.8 billion.

Firm Information

Jacob Swartz is currently registered with Main Street Research LLC. Main Street Research LLC is an investment advisor headquartered in Sausalito, CA. The firm manages approximately $1.82 billion in assets for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services, including portfolio management for individuals and businesses, financial planning, educational seminars, and consulting.
Main Street Research LLC

30 LIBERTY SHIP WAY

SAUSALITO, CA 94965

$1.82B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Swartz’s Registration & Firm History

CT

06/28/2021 - Present

Main Street Research LLC (LAKEVILLE CT)

Not sure if Jacob Adam Swartz is right for you?

Licenses & Designations

IA

Issued 06/28/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Adam Swartz.
Not sure if Jacob Adam Swartz is right for you?