Jeffrey David Schwartz
Professional Summary
Jeffrey David Schwartz is a registered financial advisor currently at GIGATRADE BROKERAGE, LLC located in Park City, Utah. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1993. Jeffrey has worked at 8 firms and has passed the Series 63, Series 99TO, Series 7TO, Series 3, SIE, Series 55, Series 7, Series 9, Series 14, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
GIGATRADE BROKERAGE, LLC
Contact Information
Main Address
5532 Lillehammer Lane Suite 100, Park City, UT 84098Mailing Address
5532 Lillehammer Lane Suite 100, Park City, UT 84098Phone Number
(847) 323-2560Established
Delaware since 04/12/2024Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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NET WORTH ADVISORY GROUP, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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NET WORTH ADVISORY GROUP, LLC
State Registrations and Notice Filings
(6/11/2026)
(7/15/2026)
(6/2/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Mar 2006Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Apr 2026About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey David Schwartz's CRS (Customer Relationship Summary).
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NET WORTH ADVISORY GROUP, LLC
