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Jordan Schwartz

Strategic Wealth Investment Group, LLC

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About Jordan Schwartz

Jordan Schwartz is an Investment Advisor Representative with Strategic Wealth Investment Group, LLC in Louisville, Kentucky. Jordan has been with the firm since 2015 and has a Series 65 license. Jordan is also a licensed insurance agent and is the owner of Jean and Jordan, LLC, a virtual success coaching company. Jordan is passionate about helping people reach their financial goals. In addition to providing financial planning services, Jordan also offers educational seminars to help clients learn more about managing their money.

Firm Information

Jordan Schwartz is currently registered with Strategic Wealth Investment Group, LLC. Strategic Wealth Investment Group, LLC is a registered investment advisor based in Louisville, Kentucky. With over 31 licensed agents and 27 investment adviser representatives, the firm manages approximately $900.8 million in assets for 22,963 clients. Strategic Wealth Investment Group, LLC specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. The firm serves a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.
Strategic Wealth Investment Group, LLC

500 N. HURSTBOURNE PARKWAY

LOUISVILLE, KY 40222

$900.77M

Assets Under Management

15

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Jordan Schwartz’s Registration & Firm History

KY

02/07/2024 - Present

Strategic Wealth Investment Group, LLC (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 10/20/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Schwartz.
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