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Inactive

Jacob Schwartz

Green Ocean Global Advisors LLC

San Francisco, CA

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Current Employers
Green Ocean Global Advisors Llc

201 Spear Street, Suite 1100, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-19
CA RA APPROVED 2025-11-11
WA RA APPROVED 2025-11-11
  • FL RA
    APPROVED
    Since 2025-11-19
  • CA RA
    APPROVED
    Since 2025-11-11
  • WA RA
    APPROVED
    Since 2025-11-11

Branch Locations

201 Spear Street, Suite 1100, San Francisco, CA 94105 • 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
Green Ocean Global Advisors San Francisco CA 09/2025 Present
Springfield Pepsi-Cola Springfield IL 03/2023 11/2024
Federated Fiducial Springfield IL 06/2022 03/2023
Bank Of Springfield Springfield IL 05/2021 06/2022
Brookens Library Springfield IL 09/2018 05/2022
Student Springfield IL 09/2015 09/2018
University Of Illinois Springfield Springfield IL 01/2017 01/2022
Unemployed Springfield IL 11/2024 09/2025
  • 09/2025 → Present
    Green Ocean Global Advisors
    San Francisco, CA
  • 03/2023 → 11/2024
    Springfield Pepsi-Cola
    Springfield, IL
  • 06/2022 → 03/2023
    Federated Fiducial
    Springfield, IL
  • 05/2021 → 06/2022
    Bank Of Springfield
    Springfield, IL
  • 09/2018 → 05/2022
    Brookens Library
    Springfield, IL
  • 09/2015 → 09/2018
    Student
    Springfield, IL
  • 01/2017 → 01/2022
    University Of Illinois Springfield
    Springfield, IL
  • 11/2024 → 09/2025
    Unemployed
    Springfield, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-22
  • S65 Uniform Investment Adviser Law Examination
    2024-06-22

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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