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Jeffrey Michael Schwartz

Loomis, Sayles & Company, L.P.

Bloomfield Hills, MI

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Current Employers
Loomis, Sayles & Company, L.P.

One Financial Center, Boston, MA 02111-2621 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-05-23
  • TX RA
    APPROVED
    Since 2012-05-23

Branch Locations

39533 Woodward Ave., Suite 300, Bloomfield Hills, MI 48304 • 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
Loomis, Sayles & Company, L.P. Bloomfield Hills MA 03/2012 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-10-28
S65 Uniform Investment Adviser Law Examination 1993-07-23
  • S63 Uniform Securities Agent State Law Examination
    1993-10-28
  • S65 Uniform Investment Adviser Law Examination
    1993-07-23
Designations
Other Names
  • Jeffrey Schwartz

View on SEC IAPD

Other Firms

ENGLISH CAPITAL MANAGEMENT LLC
SCHWARTZ & CO.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
HIDDEN CAPITAL MANAGEMENT, LLC
PROSPERITY WEALTH STRATEGIES LLC
QUARTON CAPITAL PARTNERS
SPARTAN WEALTH MANAGEMENT

Other Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman
Thomas Jack Schwartz
NICOLE LEE HOAG
GABRIEL STEPHEN BESHARA
Spencer Christian Eick
Gregory John Schwartz

Other Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI
LPL FINANCIAL LLC · BIRMINGHAM, MI
J.P. MORGAN SECURITIES LLC · BLOOMFIELD HILLS, MI
HIDDEN CAPITAL MANAGEMENT, LLC · BLOOMFIELD HILLS, MI
PROSPERITY WEALTH STRATEGIES LLC · Bloomfield Hills, MI
QUARTON CAPITAL PARTNERS · BIRMINGHAM, MI

More in Bloomfield Hills, MI

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