
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
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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