Jeffrey Paul Schwartz

Current Employers

Access Wealth

120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2002-10-16

NJ RA
APPROVED

Since 2002-10-16

Branch Locations

1115 Clifton Avenue, Clifton, NJ 07015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Royal Alliance Associates, Inc.	Paramus	NJ	07/2001	Present
Access Wealth Planning Llc	Clifton	NJ	07/2001	Present
Gregory And Schwartz	Paramus	NJ	01/1990	Present

07/2001 → Present

Royal Alliance Associates, Inc.

Paramus, NJ
07/2001 → Present

Access Wealth Planning Llc

Clifton, NJ
01/1990 → Present

Gregory And Schwartz

Paramus, NJ

Other Businesses

GREGORY AND SCHWARTZ (NOT INVESTMENT RELATED)-205 ROBIN ROAD, PARAMUS, NJ 07652-NATURE(CPA FIRM)-POSITION-MANAGER-DATE OF SERVICE 1/1/91 TO PRESENT-DUTIES CPA PARTNER IN PUBLIC PRACTICE.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-04-19

S66 Uniform Combined State Law Examination

2002-04-19

View on SEC IAPD

Current Employers

Access Wealth

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews