Jason Dean Schwartz

Current Employers

Employment History

• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX
• 02/2016 → Present
  First Command Insurances Services, Inc.
  Fort Worth, TX
• 02/2016 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX

Other Businesses

(1)Name of the other business: Austin Peay State University ; Whether the business is investment-related: Not Investment-related ; Address of the other business: 601 College St, Clarksville, TN 37044 ; Nature of the other business: University ; Your position, title, or relationship with the other business: Adjunct Professor ; The start date of your relationship: 08/2017 ; The approximate number of hours/month you devote to the other business: <5% ; The number of hours you devote to the other business during securities trading hours: 3/week ; Briefly describe your duties relating to the other business: Teach course HHP 3640 Human Resources in Health Care (2)Name of the other business: Referee Association of Military Service Members ; Whether the business is investment-related: No ; Address of the other business: Business address is virtual e-mail = bluestripeumpire@yahoo.com ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Treasurer ; The start date of your relationship: 8/1/2020 ; The approximate number of hours/month you devote to the other business: 1 - 5 ; The number of hours you devote to the other business during securities trading hours: 1 - 5 ; Briefly describe your duties relating to the other business: Attend board meetings twice a year. Provide oversight and accountability to ensure grants are being used for their stated purpose(s), vote on important issues, and provide a treasurer's reports based on information provided by the nonprofit chairman (3) Name of the other business: Schwartz and Associates ; Whether the business is investment-related: No ; Address of the other business: 1022 Fox Hollow Place , Adams, TN 37010 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: CEO ; The start date of your relationship: May 01, 2022 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: 1 to 5 ; Briefly describe your duties relating to the other business: CEO for S-Corps. Oversee operations for the S-Corps.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-08
• S63 Uniform Securities Agent State Law Examination
  2015-06-18