![Jeffrey Schwartz, financial advisor Bakersfield CA](/img/ws/profile-blank-sq.png)
Jeffrey Schwartz (CRD# 1714632) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bakersfield, CA and has over 30 years of experience in the finance industry.
![Justin Adams, financial advisor Bakersfield CA](/img/ws/profile-blank-sq.png)
CRD# 4291736
Lpl Financial LLC
![Ivan Aguilar, financial advisor Bakersfield CA](/img/ws/profile-blank-sq.png)
CRD# 6682449
J.p. Morgan Securities LLC
![Glenn Allen, financial advisor Bakersfield CA](/img/ws/profile-blank-sq.png)
CRD# 1960365
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Co Of America | Bakersfield, CA | May 2006 - Current | 18 |
Park Avenue Securities LLC | Bakersfield, CA | May 2006 - Current | 18 |
Self-employed | Bakersfield, CA | Nov 1983 - Current | 40 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1994 |
S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- CA
- MO
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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