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Jay R Schwartz

Financial Advisor

5.0
(1)
As an Edward Jones financial advisor, my experience has shown how imperative it is for me to invest my time to understand what is important to each client to identify specific goals. At that point, I work to cultivate and develop clients' k...... Show More
Location & Business Hours
Friday
08:30AM to 04:00PM
Saturday
appointment
Sunday
appointment
Overall Ratings
5.0
(1)
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Reviews from Web
  • 5.0
    google
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    Scott B
    Posted on May 13th, 2021 12:00 AM
    Jay R Schwartz has received a review with 5 star rating from Scott Bozeman
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    About
    As an Edward Jones financial advisor, my experience has shown how imperative it is for me to invest my time to understand what is important to each client to identify specific goals. At that point, I work to cultivate and develop clients' knowledge and understanding of investment solutions. As we create tailored processes and solutions, we will have a foundation to develop confidence in your individualized plan. This roadmap is the basis for our mission to partner with clients who have unique and evolving financial needs as we make informed decisions. Any partnership is a two-way street; to that end, it's helpful to share what motivates me as your financial advisor.Our past experiences shape who we are today, and I bring a unique perspective to my role. Prior to joining Edward Jones in 1999, I spent nearly a decade in research and development in the defense industry. Much of my time was spent designing equipment and quality assurance processes that ensured quality outcomes with the highest level of confidence. The knowledge and skills I gained from that previous role are still evident today, as I find that I enjoy creating and using visual and descriptive methods while discussing goals and solutions.In my early teens, I was privileged to be part of a family business, and I understand that being inquisitive about building skills and knowledge is critical to remain relevant as technology evolves. While attending Lamar University, I developed an interest in financial formulas in an engineering economy course, which was central to the excitement and enthusiasm I carried as moved to this gratifying career. In my spare time, I enjoy woodworking, photography, kayaking and sailing, all of which require thought and planning – which are part of the pleasure for me.I am supported by my Branch Office Administrator, Brandi, who teams with me to provide our clients with personalized and prompt attention. Her warmth and skills provide an exceptional client experience.
    Specialities
    Entrepreneurs & Business Owners
    Estate & Legacy Strategies
    Retirement Income Strategies
    Retirement Savings Strategies
    Insurance & Annuities
    Military Professionals & Veterans
    Woodworking
    Traveling
    View All
    50
    /850
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    FAQs
    Here are some Frequently Asked Questions about Jay R Schwartz
    What organization is Jay R Schwartz associated with?
    Jay R Schwartz is associated with Edward Jones.
    What is Jay R Schwartz’s work email address?
    Jay R Schwartz’s professional email address is j**********z@e**********.com. You can also email Jay R Schwartz by clicking on the contact Jay R Schwartz.
    Where is Jay R Schwartz based out of?
    Jay R Schwartz’s primary location is Lufkin, TX.
    What is Jay R Schwartz's phone number?
    Jay R Schwartz's phone number is (936) 632-9703
    What is Jay R Schwartz's title??
    Jay R Schwartz is a Financial Advisor.