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Jerry Schwartz

Managing Director, Director Of Financial Planning

Focused Wealth Management

United States, New York, Highland

About Me

Jerry S. Schwartz, Managing Director of Wealth Management of Focused Wealth Management, Inc. An SEC Registered Investment Advisor, with offices at 11 Balmville Rd, Newburgh, NY 12550. Jerry is a Registered Representative with Securities America Inc. and is a member of Focused Wealth Managements Investment Committee. Mr. Schwartz graduated from the George Washington University with a BA in International Relations and from New York University with a Masters in Public Administration. He is licensed as a Registered Representative with Securities America, holding licenses for the Series 7, and Series 65. Jerry also achieved the Certified Financial PlannerTM designation in 1988. Jerry has been in
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Profile Information

Managing Director, Director Of Financial Planning

Focused Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Highland

New York

United States

May 15, 2024

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