Jeffrey Malcolm Schwartz

Current Employers

Employment History

• 11/1983 → Present
  Self-Employed
  Bakersfield, CA
• 05/2006 → Present
  Guardian Life Insurance Co Of America
  Bakersfield, CA
• 05/2006 → Present
  Park Avenue Securities Llc
  Bakersfield, CA

Other Businesses

1. Insurance sales - products other than Guardian-group & Individual Medical, fixed annuities, whole life & term products, Long Term Care, Disability products, Start: 08/01/1983, Address: 5401 Business Park South, Suite 223 Bakersfield, CA 93309, 20 bus hrs per month, Investment related, 2. SCHWARTZ PROPERTIES 1-rental properties - both commercial and residential - that my wife manages, Start: 01/01/1990, Address: 11603 Talladega Ct., Bakersfield, CA 93312, 2 non bus hrs per month, Investment related, 3. THE GUARDIAN / EXECUTIVE BENEFITS-Sales of group and individual Medical insurance, Long Term Care, Disability, fixed annuities, term and whole life insurance, Start: 08/01/1983, Address: 5401 Business Park South, Suite 223, Bakersfield, CA 93309, 20 bus hrs per month, Investment related, 4. Board of Directors-Meet with other board members to deal with issues related to the building and the tenants,. Start: 09/01/2017, Address: 5401 Business Park South Bakersfield, CA 93309, 1-2 bus hrs per month, Not investment related, 5) Innovative Entrepreneur Education-treasurer and Board Member, Start: 01/01/2020, Address: PO Box 10569 Bakersfield, CA 93389, 4 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation,

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-23
• S63 Uniform Securities Agent State Law Examination
  1994-04-14

Other Names

• Jeff Schwartz
• Jeffrey Malcolm Schwartz
• Jeffrey M Schwartz