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500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-09 |
| OH | RA | APPROVED | 2024-05-09 |
| KY | RA | APPROVED | 2024-02-12 |
| CO | RA | APPROVED | 2024-02-07 |
| WA | RA | APPROVED | 2024-02-07 |
| TX | RA | APPROVED | 2023-01-06 |
| NC | RA | APPROVED | 2022-08-11 |
Branch Locations
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
12377 Merit Drive Suite 120, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Investment Group, Llc | Louisville | KY | 05/2015 | Present |
| Bass Realty | Louisville | KY | 06/2014 | 12/2016 |
| Strategic Wealth Investment Group, Llc | Louisville | KY | 12/2015 | Present |
| Jean And Jordan, Llc | Louisville | KY | 10/2017 | Present |
| Strategic Wealth Investment Group, Llc | Louisville | KY | 06/2018 | Present |
| Schwartz Leasing, Llc | Goshen | KY | 08/2018 | Present |
| Schwartz Group, Inc. | Goshen | KY | 08/2018 | Present |
JORDAN SCHWARTZ IS A LICENSED INSURANCE AGENT. Jordan Schwartz is the owner of Jean and Jordan, LLC, a virtual success coaching company. He also has a blog for millennial's that he writes on weekends. Schwartz Leasing, LLC & Schwartz Group, Inc.; investment related: No; 1013 Poplar Ridge Road, Goshen, KY 40026; Schwartz Leasing, LLC is an independent leasing company that leases vehicles, office equipment and other office supplies on a contract basis. Schwartz Group, Inc. is an independent consulting company that gives advice on business strategies. These companies do not conflict with the advice given by Strategic Wealth Investment Group, LLC. Jordan works less than one hour per month on these companies.; President; Organize and give direction to the organization, meet with clients etc.; 2018-08-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 9. TRCM, Investment Related, 15701 Collins Ave, Suite 4102, Sunny Isles Beach, Fl 33160, General Partner started November 2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-20 |
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