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Jason Michael Schwartz

RED Cedar Investment Management

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About Jason Michael Schwartz

Jason Michael Schwartz is a financial advisor with Red Cedar Investment Management, based in Grand Rapids, Michigan. Jason has been a financial advisor since 2004. Jason has a background in finance and investment management, and is a Chartered Financial Analyst. Jason holds a license in Ohio as a Registered Associate.

Firm Information

Jason Schwartz is currently registered with RED Cedar Investment Management. RED Cedar Investment Management is an investment advisor based in Grand Rapids, MI. The firm provides portfolio management services for businesses, investment companies, and pooled investment vehicles. They have over $1.6 billion in regulatory assets under management and primarily serve insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans.
RED Cedar Investment Management

333 BRIDGE STREET NW

GRAND RAPIDS, MI 49504

$1.63B

Assets Under Management

Not reported

Total Clients

8

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 businesses

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

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Jason Schwartz’s Registration & Firm History

MI

09/12/2023 - Present

RED Cedar Investment Management (GRAND RAPIDS MI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Michael Schwartz.
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