Jerry Schwartz, CFP®

Managing Director of Financial Planning

Jerry S. Schwartz, Managing Director of Wealth Management of Focused Wealth Management, Inc. An SEC Registered Investment Advisor, with offices at 11 Balmville Rd, Newburgh, NY 12550. Jerry is a Registered Representative with Securities America Inc. and is a member of Focused Wealth Managements Investment Committee.

Mr. Schwartz graduated from the George Washington University with a BA in International Relations and from New York University with a Masters in Public Administration. He is licensed as a Registered Representative with Securities America, holding licenses for the Series 7, and Series 65. Jerry also achieved the Certified Financial PlannerTM designation in 1988.

Jerry has been in the financial service industry since 1982, managing money and advising clients with an emphasis on those at or approaching retirement, and working with businesses on their retirement plans.

Jerry has been active in the community as well, serving as a Past President of the Hudson Valley Chapter of the Financial Planning Association and as the President of the Board of Directors of the Woodstock Jewish Congregation.