Jordan V. Schwartz

JASMIJN CAPITAL MANAGEMENT

HIGHLAND, UT 84003

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CRD#: 6680759

Professional summary

Jordan Vaun Schwartz is a registered financial advisor currently at JASMIJN CAPITAL MANAGEMENT, LLC located in Highland, Utah.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jordan has worked at 1 firm and has passed the Series 63 and Series 65 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Life Insurance Licensed. Less than one hour a month to these duties..

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Vaun Schwartz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 10, 2024 - Present

JASMIJN CAPITAL MANAGEMENT, LLC

Office #1: 5917 W 10925 N, Highland, UT 84003

RIA

CRD#: 127066

HIGHLAND, UT

Past

July 1, 2022 - December 31, 2022

JASMIJN CAPITAL MANAGEMENT, LLC

RIA

CRD#: 127066

LEHI, UT

Past

May 4, 2021 - December 31, 2021

JASMIJN CAPITAL MANAGEMENT, LLC

RIA

CRD#: 127066

LEHI, UT

Past

March 19, 2019 - December 31, 2019

JASMIJN CAPITAL MANAGEMENT, LLC

RIA

CRD#: 127066

LAKEWOOD, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/7/2024)

IAR

Colorado
(1/10/2024)

IAR

Utah
(2/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/22/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/16/2019

Uniform Investment Adviser Law Examination

Current Firm

JASMIJN CAPITAL MANAGEMENT, LLC

AGILE CAPITAL MANAGEMENT, LLC. (DBA "PERSONAL BENEFIT SERVICES OF COLORADO") | SALT VALLEY ASSOCIATES, LLC | PERSONAL BENEFIT SERVICES OF COLORADO, INC. | PERSONAL BENEFIT SERVICER OF COLORADO, INC. | JASMIJN CAPITAL MANAGEMENT, LLC | AGILIS WEALTH MANAGEMENT,LLC | AGILIS WEALTH MANAGEMENT | AGILE CAPITAL MANAGEMENT, LLC. (DBA PERSONAL BENEFIT SERVICES)

CRD#: 127066 / SEC#: 801-112504

RIA

Registered Investment Advisory firm - (8/8/2024 Terminated)

Arizona

Registered Investment Advisory firm - (5/30/2019 Terminated)

California

Registered Investment Advisory firm - (2/7/2024 Approved)

Colorado

Registered Investment Advisory firm - (2/25/2024 Approved)

District of Columbia

Registered Investment Advisory firm - (8/26/2016 Terminated)

Maryland

Registered Investment Advisory firm - (7/1/2019 Terminated)

Minnesota

Registered Investment Advisory firm - (5/31/2019 Terminated)

New Mexico

Registered Investment Advisory firm - (3/28/2024 Approved)

Utah

Registered Investment Advisory firm - (2/7/2024 Approved)

Virginia

Registered Investment Advisory firm - (5/31/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

5917 W 10925 N, Highland, UT 84003

Mailing Address

Phone number

(303) 991-6409

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	267
AUM (Assets Under Management)	$ 71,429,768

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jordan V. Schwartz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Vaun Schwartz's CRS (Customer Relationship Summary).

Certified licenses

Experience

JASMIJN CAPITAL MANAGEMENT, LLC

JASMIJN CAPITAL MANAGEMENT, LLC

JASMIJN CAPITAL MANAGEMENT, LLC

JASMIJN CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/22/2021

Series 65

Date: 3/16/2019

Current Firm

JASMIJN CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JASMIJN CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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