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Jacob Schwarz

J.h. Darbie & CO., Inc.

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About Jacob Schwarz

Jacob Schwarz is a registered representative with J.h. Darbie & CO., Inc. in New York, NY. Jacob has been in the financial services industry since 2009 and has experience working with individuals and other investment advisors. Jacob's expertise includes providing advisory services and selecting other advisers. Jacob is also a registered principal with the firm. Jacob is licensed in several states including New York, California, Maryland and Ohio.

Firm Information

Jacob Schwarz is currently registered with J.h. Darbie & CO., Inc.. J.h. Darbie & CO., Inc. is a Corporation registered with the SEC and in 46 states. Founded in June 1997, the firm offers advisory services including portfolio management for individuals and selection of other advisors. They also participate in wrap fee programs. They have approximately 9 employees, including licensed agents, investment advisor representatives, and registered representatives. The firm's website is HTTP://WWW.JHDARBIE.COM.

Not reported

Assets Under Management

Not reported

Total Clients

28

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadvisory and solicitations

Subadvisory and solicitations

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.

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percentage of assets

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

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other

Subadvisory and solicitations

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Jacob Schwarz’s Registration & Firm History

NY

12/11/2013 - Present

J.h. Darbie & CO., Inc. (NEW YORK NY)

NY

12/08/2011 - 12/20/2011

J.H. DARBIE & CO., INC. (NEW YORK NY)

NY

11/06/2009 - 12/14/2009

J.H. DARBIE & CO., INC. (NEW YORK NY)

NY

11/14/2007 - 12/14/2007

J.H. DARBIE & CO., INC. (NEW YORK NY)

NY

08/18/2005 - 01/09/2006

GRAND CAPITAL CORP. (NEW YORK NY)

IL

03/03/2003 - 02/04/2004

ASSENT LLC (BOLINGBROOK IL)

NY

07/13/2001 - 03/03/2003

ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)

NY

08/25/1999 - 08/15/2000

ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)

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Licenses & Designations

BC

Issued 04/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/24/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jacob Schwarz.
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