Jeffrey Lewis Schatz

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 10/2016
  West Financial Services, Inc.
  Mclean, VA
• 01/2017 → 06/2022
  Alliant Wealth Advisors
  Manassas, VA
• 07/2022 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2017-02-06 → 2022-07-01
  Alliant Wealth Advisors
  Manassas, VA
• 2014-01-06 → 2017-02-10
  West Financial Services, Inc.
  Mclean, VA
• 2011-02-08 → 2012-06-06
  Cetera Wealth Services, Llc
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  2011-01-31

Designations

• Certified Financial Planner