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Inactive

Jocelyn Schwartz

Pitcairn

Conshohocken, PA

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Current Employers
Pitcairn

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-06
PA RA APPROVED 2025-01-06
  • MD RA
    APPROVED
    Since 2025-01-06
  • PA RA
    APPROVED
    Since 2025-01-06

Branch Locations

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • 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
Scs Capital Management, Llc Boston MA 01/2013 01/2021
Unemployed Wynnewood PA 02/2021 08/2021
Wescott Financial Advisory Group Philadelphia PA 09/2021 02/2023
Pitcairn Trust Co. Conshohocken PA 09/2023 12/2025
Pitcairn Wealth Advisors Conshohocken PA 01/2025 Present
Unemployed Wynnewood PA 03/2023 08/2023
  • 01/2013 → 01/2021
    Boston, MA
  • 02/2021 → 08/2021
    Unemployed
    Wynnewood, PA
  • 09/2021 → 02/2023
    Wescott Financial Advisory Group
    Philadelphia, PA
  • 09/2023 → 12/2025
    Pitcairn Trust Co.
    Conshohocken, PA
  • 01/2025 → Present
    Pitcairn Wealth Advisors
    Conshohocken, PA
  • 03/2023 → 08/2023
    Unemployed
    Wynnewood, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-29
  • S65 Uniform Investment Adviser Law Examination
    2016-04-29
Designations

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