Jack R Schwartz

Current Employers

Employment History

• 07/2021 → 10/2021
  Midwest Secure Retirement
  St. Louis Park, MN
• 08/2017 → 05/2021
  Saint John's University
  Collegeville, MN
• 08/2013 → 05/2017
  Hill-Murray High School
  Maplewood, MN
• 05/2017 → 08/2017
  White Bear Yacht Club
  Dellwood, MN
• 05/2019 → 08/2019
  Summit Investment Advisors, Llc
  Roseville, MN
• 08/2021 → 10/2021
  Amertias Investment Company, Llc
  Lincoln, NE
• 11/2021 → 08/2022
  Ecolab
  Eagan, MN
• 04/2023 → Present
  Lpl Financial Llc
  Roseville, MN
• 05/2021 → 07/2021
  Unemployed
  White Bear Township, MN
• 08/2022 → Present
  Summit Investment Advisory Services, Llc
  Roseville, MN
• 07/2021 → 10/2021
  Ameritas Life Insurance Corp
  Lincoln, NE

Other Businesses

1) Mr. Schwartz is dually registered with LPL Financial, LLC ("LPL Financial") and Summit Investment Advisory Services, LLC ("SIAS"). Mr. Schwartz has served as an investment advisor representative for SIAS and as a registered representative for LPL Financial since December 2025. Business is conducted from 3065 Centre Pointe Drive, Suite 2, Roseville, MN, 55113. Approximately 10% of Mr. Schwartz's time is for services as a registered representative and the balance as an investment advisor representative.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-15
• S63 Uniform Securities Agent State Law Examination
  2021-09-28