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
| Title | President & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |