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Jordan Vaun Schwartz

Jasmijn Capital Management, LLC

Highland, UT

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Current Employers
Jasmijn Capital Management, Llc

5917 W 10925 N, Highland, UT 84003 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-07
UT RA APPROVED 2024-02-07
CO RA APPROVED 2024-01-10
  • CA RA
    APPROVED
    Since 2024-02-07
  • UT RA
    APPROVED
    Since 2024-02-07
  • CO RA
    APPROVED
    Since 2024-01-10

Branch Locations

5917 W 10925 N, Highland, UT 84003 • 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
Jasmijn Capital Management, Llc Lakewood CO 07/2016 05/2019
Agilis Wealth Management Lehi UT 05/2019 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-07-22
S65 Uniform Investment Adviser Law Examination 2019-03-16
  • S63 Uniform Securities Agent State Law Examination
    2021-07-22
  • S65 Uniform Investment Adviser Law Examination
    2019-03-16

View on SEC IAPD

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EMOTIONALLY INVESTED

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HIGHLAND, UT
WELLS FARGO CLEARING SERVICES, LLC · HIGHLAND, UT
LONE PEAK GLOBAL INVESTORS, LLC · ALPINE, UT
AMERIPRISE FINANCIAL SERVICES, LLC · Alpine, UT
OSAIC WEALTH, INC. · ALPINE, UT
J.P. MORGAN SECURITIES LLC · CEDAR HILLS, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Alpine, UT
EMOTIONALLY INVESTED · HIGHLAND, UT

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