Jeffrey M. Schwartz
Professional summary
Jeffrey Michael Schwartz, who also goes by Jeffrey Schwartz, is a registered financial advisor currently at LOOMIS, SAYLES & COMPANY, L.P. located in Bloomfield Hills, Michigan.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 5 firms and has passed the Series 63, Series 65, Series 7, Series 2 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Michael Schwartz's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 23, 2012 - Present
LOOMIS, SAYLES & COMPANY, L.P.
Office #1: 39533 Woodward Ave., Suite 300, Bloomfield Hills, MI 48304March 17, 2005 - November 9, 2007
PALISADE CAPITAL SECURITIES, L.L.C.
November 22, 2004 - March 19, 2012
PALISADE CAPITAL MANAGEMENT, LP
May 8, 2000 - June 12, 2001
FUNDS DISTRIBUTOR, LLC
October 14, 1993 - May 4, 2000
LPM INVESTMENT SERVICES, INC
Primary Firm SEC Registration
LOOMIS, SAYLES & COMPANY, L.P.
CRD#: 105377 / SEC#: 801-170
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/23/2012)
Exams
Series 2
Date: 12/31/1993
Non-Member General Securities ExaminationCurrent Firm
LOOMIS, SAYLES & COMPANY, L.P.
CRD#: 105377 / SEC#: 801-170
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 22,232 |
| AUM (Assets Under Management) | $ 350,888,326,513 |
Red Flags
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