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Jeffrey Lewis Schatz

Savant Wealth Management

Manassas, VA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-07-05
  • VA RA
    APPROVED
    Since 2022-07-05

Branch Locations

9161 Liberia Ave Suite 100, Manassas, VA 20110 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
West Financial Services, Inc. Mclean VA 11/2013 10/2016
Alliant Wealth Advisors Manassas VA 01/2017 06/2022
Savant Wealth Management Rockford IL 07/2022 Present
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
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-31
  • S66 Uniform Combined State Law Examination
    2011-01-31
Designations

View on SEC IAPD

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