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Jeffrey Michael Schwartz

Loomis, Sayles & Company, LP

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About Jeffrey Michael Schwartz

Jeffrey Michael Schwartz is an investment advisor representative with Loomis, Sayles & Company, LP. Jeffrey is registered with the state of Texas. Jeffrey has been in the industry since 1993 and has worked for various firms. Jeffrey's previous employers include Palisade Capital Securities, LLC, Funds Distributor, Inc., and LPM Investment Services, Inc. Jeffrey holds the Series 6, 7, 63, 65 and 2 licenses. Jeffrey is a Chartered Financial Analyst.

Firm Information

Jeffrey Schwartz is currently registered with Loomis, Sayles & Company, LP. Loomis, Sayles & Company, LP is an investment advisor registered with the SEC and based in Boston, MA. They provide portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm manages over $301 billion in assets for a variety of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. They also offer non-discretionary investment advice.
Loomis, Sayles & Company, LP

ONE FINANCIAL CENTER

BOSTON, MA 02111-2621

$301.38B

Assets Under Management

Not reported

Total Clients

27

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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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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non-discretionary investment advice

Non-discretionary investment advice

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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performance-based fees

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

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other

Minimum annual fee and/or minimum account size

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Jeffrey Schwartz’s Registration & Firm History

MI

05/23/2012 - Present

Loomis, Sayles & Company, LP (BLOOMFIELD HILLS MI)

NJ

03/17/2005 - 11/09/2007

PALISADE CAPITAL SECURITIES, L.L.C. (FORT LEE NJ)

ME

05/08/2000 - 06/12/2001

FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

FL

10/14/1993 - 05/04/2000

LPM INVESTMENT SERVICES, INC (PALM BEACH FL)

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Licenses & Designations

BC

Issued 10/28/1993

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/23/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/31/1993

Series 2 - Non-Member General Securities Examination

BC

Issued 10/13/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Michael Schwartz.
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