JAMES MARSHALL SCHWARZ is an investment adviser representative (IAR) with state registration records since 2011, appearing at 2 firms. Currently registered with CLEAR RETIREMENT ADVICE LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLEAR RETIREMENT ADVICE LLC | 2018-03-12 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2011-09-01 | 2017-10-16 | — |