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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Christian Schwartz is a financial advisor with over 27 years of experience in the financial services industry. Jon is currently registered with LPL Financial LLC and has been with the firm since 2009. Jon specializes in financial planning, portfolio management, and retirement planning. Jon has a strong track record of helping individuals and families achieve their financial goals. Jon is dedicated to providing personalized financial advice and guidance to help clients make informed decisions about their financial future. Jon's previous affiliations include: Princor Financial Services Corporation, Wachovia Securities, LLC and Prudential Securities Incorporated.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
07/10/2009 - Present
LPL Financial LLC (MEDICAL LAKE WA)
WA
04/21/2006 - 12/31/2008
PRINCOR FINANCIAL SERVICES CORPORATION (SPOKANE WA)
MO
07/01/2003 - 03/02/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/31/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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