portrait of Jay R Schwartz

About Jay

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,...

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Military Professionals & Veterans

Work History

  • Edward JonesFebruary 1999 to Current

Education

  • Lamar UniversityBachelors

Personal Interests

  • Woodworking
  • Traveling
  • Photography
  • Sailing
  • Music

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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