Best Investors Account Sign in
Inactive

Benjamin Jakob Schwartz

Plancorp, LLC

Saint Louis, MO

Chicago, IL

Claim This Profile
Current Employers
Plancorp, Llc

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-11-27
FL RA APPROVED 2018-09-11
CA RA APPROVED 2018-06-26
LA RA APPROVED 2017-04-13
TX RA APPROVED 2016-03-16
MO RA APPROVED 2015-01-22
  • IL RA
    APPROVED
    Since 2024-11-27
  • FL RA
    APPROVED
    Since 2018-09-11
  • CA RA
    APPROVED
    Since 2018-06-26
  • LA RA
    APPROVED
    Since 2017-04-13
  • TX RA
    APPROVED
    Since 2016-03-16
  • MO RA
    APPROVED
    Since 2015-01-22

Branch Locations

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

Chicago, IL • 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
OrganizationCityStateFromTo
Plancorp, Llc St. Louis MO 08/2013 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-03-14
  • S63 Uniform Securities Agent State Law Examination
    2007-03-14
Designations
Other Names
  • Benjamin Schwartz

View on SEC IAPD

Other Firms

&PARTNERS
CETERA INVESTMENT ADVISERS LLC
CLARIS ADVISORS, LLC
MORGAN STANLEY
M HOLDINGS SECURITIES, INC.
UMB FINANCIAL SERVICES, INC.
KEB WEALTH ADVISORS
LARSON FINANCIAL GROUP, LLC

Other Investors

James Edward Phelps
JASON TSCHUDY
JOANN MICHELLE JOLLY
KRISTIE LYNN DANIEL
CHRISTOPHER Jordan HOOKER
BETH ANN ANDERSON
CAROLYN SMITH LINK
CRAIG WILLIAM MARKHAM

Other Offices

&PARTNERS · Saint Louis, MO
CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO
CLARIS ADVISORS, LLC · ST. LOUIS, MO
MORGAN STANLEY · St. Louis, MO
M HOLDINGS SECURITIES, INC. · ST. LOUIS, MO
UMB FINANCIAL SERVICES, INC. · ST. LOUIS, MO
KEB WEALTH ADVISORS · ST. LOUIS, MO
KEB WEALTH ADVISORS · ST. LOUIS, MO

More in Saint Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor