Jason Michael Schwartz
Professional Summary
Jason Michael Schwartz, who also goes by Jason Schwartz, is a registered financial advisor currently at RED CEDAR INVESTMENT MANAGEMENT located in Cincinnati, Ohio. Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jason has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason Michael Schwartz, Jason Schwartz
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CAPITAL ADVISORY SERVICES, LLC
Videos & Posts
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CAPITAL ADVISORY SERVICES, LLC
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
7 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
RED CEDAR INVESTMENT MANAGEMENT | RED CEDAR INVESTMENT MANAGEMENT, LLC
Contact Information
Main Address
333 Bridge Street Nw Suite 601, Grand Rapids, MI 49504Phone Number
(616) 378-6916# of Employees
18SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
67AUM (Assets Under Management)
$3,328,007,890Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | Cover Page | Report |
| 07/26/2024 | Cover Page | Report |
| 01/26/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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Primary Firm SEC Registration
RED CEDAR INVESTMENT MANAGEMENT | RED CEDAR INVESTMENT MANAGEMENT, LLC
State Registrations and Notice Filings
(9/12/2023)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Schwartz's CRS (Customer Relationship Summary).
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CAPITAL ADVISORY SERVICES, LLC