Jeffrey Michael Schwartz

CFA

Loomis, Sayles & Company, L.P.

20 Years of Experience

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Areas of Practice

Investment Management

Loomis, Sayles & Company, L.P.

Compensation

Fee-Only (AUM)

Firm Size

26 advisors

Number of Clients

22,232 clients

Average Client Portfolio

$15.8M average

Assets Under Management

$350.9B

Fee Structure

Financial Planning:Investment management only

Location

39533 Woodward Ave., Suite 300, Bloomfield Hills, MI, 48304

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Loomis, Sayles & Company, L.P.

May 2012 - Present · 13 yrs 9 mos

Previous Registrations

Palisade Capital Management LLC

November 2004 - March 2012 · 7 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.