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Jack Schwarz is an Agent, Advisor and Fiduciary at Somerset Wealth Strategies, LLC, Somerset Securities, Inc and Somerset Wealth Management, LLC. Jack joined the Somerset Team in February 2020, however, he got his start with Ameriprise Financial. Jack was with Ameriprise for almost three years as a Paraplanner assisting advisors with creating financial plans, investment portfolios, life insurance annuity strategies, and client service.
Between the months of July 2018 to March 2019, Jack obtained his Series 7 (securities license), Series 66 (Uniform Combined State Law Examination), and his Life and Disability License (which allows for the selling of insurance products and annuities).
Jack graduated from Portland State University in 2018 with a degree in finance. While at Portland State University, Jack was the President of the Financial Management Association (FMA). As President, Jack was responsible for hosting events, brining industry professionals to speak with students, and attending annual FMA competitions in New York City.
During his free-time Jack enjoys spending time with friends and family, exercising, and being outdoors.