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Jason Michael Schwartz

Metropolitan Capital Investment Banc, Inc.

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About Jason Michael Schwartz

Jason Michael Schwartz is a registered representative with Metropolitan Capital Investment Banc, Inc. with 9 years of experience in the financial industry. Jason Schwartz has a Series 63, SIE and Series 22 license. Jason Schwartz is currently registered in Illinois and Vermont.

Firm Information

Jason Schwartz is currently registered with Metropolitan Capital Investment Banc, Inc.. Metropolitan Capital Investment Banc, Inc. is a corporation formed in September 2008. It is registered with the SEC and in all 50 states, as well as the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

17

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.

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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Jason Schwartz’s Registration & Firm History

IL

11/25/2014 - Present

Metropolitan Capital Investment Banc, Inc. (Chicago IL)

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Licenses & Designations

BC

Issued 02/24/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2014

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Michael Schwartz.
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