Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Schwarz is an active broker-dealer and investment adviser representative with J.P. Morgan Securities LLC. Schwarz has been in the industry since September 13, 2017. He has a broad range of experience in the financial services industry, having previously worked at UBS PaineWebber Inc., Robertson Stephens, Inc. and BancAmerica Robertson Stephens. Schwarz has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice and investment solutions.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/29/2024 - Present
J.p. Morgan Securities LLC (New York NY)
NY
07/01/2002 - 07/02/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NJ
01/14/2002 - 07/18/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
CA
09/01/1998 - 01/18/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
CA
10/01/1997 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
CA
02/19/1997 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
BOTH
Issued 12/18/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Schwarz is the right advisor for you? Invested Better is here to help.
