Brent Edward Schwartz

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2018 → Present
  Edward Jones
  St Louis, MO
• 07/2017 → 12/2018
  Premiere Mortgage Resources
  Everett, WA
• 01/2018 → 11/2018
  Young Life- Club Beyond
  Jblm, WA
• 11/2015 → 07/2017
  Loanstar Home Lending
  Everett, WA
• 08/2011 → 08/2017
  Everett School District
  Everett, WA

Other Businesses

"Everett School District Type of business: Tennis Coach City/State: Everett WA Start date: 2/26/2024 JV Girls Tennis Coach Hours per week: 15 Hours during trading: 0 Desc: Coach JV girls tennis from March thru the first week of May in the afternoons." "Everett School District Type of business: Tennis Coach Everett, WA Start date: 8/21/2023 Boy's Assistant Tennis Coach Hours per week: 20 Hours during trading: 0 Coach Junior Varsity tennis at Everett High School. Instruct tennis, supervise players, provide first aid for Fall season."

Exams

• S66 Uniform Combined State Law Examination
  2019-03-04

Designations

• Certified Financial Planner