Jared Mitchell Schwarz

Current Employers

Employment History

• 03/2011 → Present
  Financial Group Of Philadelphia
  Huntingdon Valley, PA
• 03/2011 → 01/2024
  Woodbury Financial Services, Inc
  Huntingdon Valley, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Bryn Mawr, PA

Previous Registrations

• 2011-03-22 → 2024-01-19
  Woodbury Financial Services, Inc.
  Southampton, PA
  Bryn Mawr, PA

Other Businesses

1) TRADITIONAL LIFE INSURANCE SALES POSITION: agent NATURE: independent contractor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2016 ADDRESS: 12 Elliot Ave, Bryn Mawr PA 19010 DESCRIPTION: Sale of traditional life insurance and disability income insurance products. No security based, variable, or indexed annuities are offered without flowing through Woodbury Financial Services 2) BLUEBIRD WEALTH PARTNERS POSITION: Owner NATURE: setup as an LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2017 ADDRESS: 12 Elliot Ave., Bryn Mawr PA 19010, United States DESCRIPTION: This is simply a DBA for my securities business. It has not been established yet because licensing said to do this first and get approval. All securities business and fixed indexed annuity business will continue to be submitted through Woodbury Financial Services, Inc. There is no website yet, but will possibly establish one once approved. This will be submitted through compliance for approval before publishing.Charlotte Stellwagen will remain my managing rep. This DBA is only for marketing purposes. Nothing else changes

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-09-29

Designations

Other Names

• Jared Mitchell Schwartz