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Jason Michael Schwartz

Red Cedar Investment Management

Grand Rapids, MI

Cincinnati, OH

CRD 7058166

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Employer firm

Red Cedar Investment Management CRD 170939

$3.33B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Red Cedar Investment Management

333 Bridge Street Nw Suite 601, Grand Rapids, MI 49504 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-09-12
  • OH RA
    APPROVED
    Since 2023-09-12

Branch Locations

333 Bridge Street Nw Suite 601, Grand Rapids, MI 49504 • United States

1404 Vine Street Second Floor, Cincinnati, OH 45202 • 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
Cleararc Capital Cincinnati OH 03/2004 12/2018
Red Cedar Investment Management Grand Rapids MI 12/2018 Present
Designations
  • Chartered Financial Analyst
Other Names
  • Jason Schwartz

View on SEC IAPD

Nearby Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC

Nearby Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY

Nearby Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI

More in Grand Rapids, MI

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