Jeffrey Schwartz has been an investment adviser representative at Access Wealth Planning since October 2002, and is not listed among the firm’s executive officers or direct owners.
Access Wealth Planning, LLC is an East Hanover, NJ firm with $539M under management, 373 clients and 6 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
Jeffrey Schwartz is registered as an investment adviser representative in New Jersey, since October 2002.
- New JerseySince 16 October 2002
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 19 April 2002 |
| Series 7 | General Securities Representative Examination | 17 August 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Paul Schwartz
- CRD
- 4434947
- Firm
- Access Wealth Planning · CRD 112973
- Office
- 1115 CLIFTON AVENUE, Clifton, NJ 07015
- Registration
- Investment adviser registration
- In the industry since
- October 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Schwartz work?
Jeffrey Schwartz is an investment adviser representative registered through Access Wealth Planning, LLC since October 2002, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Schwartz a financial advisor?
Yes. Jeffrey Schwartz has a current investment-adviser registration in New Jersey, through Access Wealth Planning since October 2002.
How many years of experience does Jeffrey Schwartz have?
Jeffrey Schwartz has 24 years in the financial industry, since October 2002, across 1 adviser firm.
What exams has Jeffrey Schwartz passed?
Jeffrey Schwartz has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2001.
Where is Jeffrey Schwartz based?
Jeffrey Schwartz’s registered office is in Clifton, NJ.
Is Jeffrey Schwartz registered with FINRA?
No. Jeffrey Schwartz has no current broker registration.
How can I verify Jeffrey Schwartz’s record?
Search CRD 4434947 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Schwartz’s full registration record.
