Jacob
Herman

Gregory J. Schwartz & Co., Inc

CRD#6840296
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Jacob Herman is a financial advisor working in Bloomfield Hills, Michigan with 6 years of industry experience. Herman is currently employed by Gregory J. Schwartz & Co., Inc. Over the course of their career, Herman has held roles at Mckeon Products and Gregory J. Schwartz & Co., Inc. Herman maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois, Louisiana, Michigan, New York, Pennsylvania and Texas. Gregory J. Schwartz & Co., Inc is a registered investment business based in Bloomfield Hills, MI. The investment advisory business has a total of 27 advisors. It oversees $6 billion in total assets across its 1,112 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 22 charities and foundations. Of its 1,112 client accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets. The company offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors largely vary depending on the financial services provided. However, fee types billed by Gregory J. Schwartz & Co., Inc can be comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

3707 W. Maple Rd Ste 201
Bloomfield Hills, MI 48301

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Gregory J. Schwartz & Co., Inc Brokerage Details

Total Assets Under Management

$6,330,452,360

MI Average: $943,424,332
Total Number of Employees

27

MI Average: 21
Total Number of Accounts

1,112

MI Average: 1,586
Average Account Size

$5,692,853

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Jacob Herman Work History

Jacob has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Gregory J. Schwartz & Co., Inc

2011 - 2017 (6 years)

Mckeon Products

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jacob Herman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Schwartz & Co

Christopher Mackenzie
Bloomfield Hills, MI
Mary Miller
Bloomfield Hills, MI
Gabriel Beshara
Bloomfield Hills, MI
Spencer Eick
Bloomfield Hills, MI
Jacob Herman
Bloomfield Hills, MI
Robert Higgins
Bloomfield Hills, MI
Joseph Cattaneo
Bloomfield Hills, MI
Nicole Hoag
Bloomfield Hills, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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