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Jacob S
Series 63, Series 65
Chicago, IL
Swartz Wealth Management LLC
Jacob Swartz is a financial advisor at Swartz Wealth Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to his current role, he worked at Level EX and Chicago Capital Management among other positions. He is also the owner of a life and health insurance business, selling insurance on a part-time basis outside of trading hours. Swartz Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm employs a passive, long-term investment approach focused on low-cost index funds and ETFs, supported by strategic asset allocation and fundamental analysis. It offers educational content and seminars at no additional charge.
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