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James Marshall Schwarz

President & Chief Compliance OfficerClear Retirement Advice LLCCRD 1170765

About James Marshall Schwarz

James Marshall Schwarz is listed as President & Chief Compliance Officer at Clear Retirement Advice LLC in San Mateo, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Clear Retirement Advice LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Marshall Schwarz work?

James Marshall Schwarz is listed as President & Chief Compliance Officer at Clear Retirement Advice LLC on SEC Form ADV.

How much of Clear Retirement Advice LLC does James Marshall Schwarz own?

Form ADV reports a beneficial ownership band of Over 75%.

Clear Retirement Advice LLC

TitlePresident & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2017
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