Jerry
Schwartz
Focused Wealth Management, Inc
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About this Advisor
Jerry Schwartz is a certified financial planner working out of Newburgh, New York with a total of 9 years of industry experience. Schwartz is an employee of Focused Wealth Management, Inc. During their career, the advisor has held roles at Jerry Schwartz, Securities America, Inc and Focused Wealth Managment, Inc. Schwartz holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in New Jersey, New York and South Carolina. Focused Wealth Management, Inc is a firm headquartered in Newburgh, NY. It oversees $949 million in assets under management among its 1,943 client accounts, placing it among the larger firms in the United States by assets under management. The firm serves three charities and foundations. Of its 1,943 accounts, just 11% are held by high-net-worth investors who have more than $1 million in investable assets. Focused Wealth Management, Inc performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice typically are based on which services the firm provides the client. Fees charged by Focused Wealth Management, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Focused Wealth Management, Inc Brokerage Details
$949,348,874
18
1,943
$488,600
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jerry Schwartz Work History
Jerry has been registered as a financial advisor for 9 years.*
Focused Wealth Managment, Inc
Securities America, Inc
Jerry Schwartz
*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 Jerry Schwartz 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 Focused Wealth Management, Inc
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
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.
