Jay R Schwartz

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.