Jason Schwartz
Jason Schwartz is a registered investment advisor at First Command Advisory Services, based in Clarksville, TN, with 10 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.
Location
25 Jefferson St, Suite 300, Clarksville, TN, 37040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is an adjunct professor at Austin Peay State University since 2017, dedicating minimal time. He also serves as Treasurer for the Referee Association of Military Service Members and CEO for Schwartz and Associates, spending minimal time on each.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.
First Command Brokerage Services, INC.Broker
Previous Registrations
First Command Financial Planning, INC.
State Registrations13 states
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