Stuart Eggertsen
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Ridgefield, WA 98642
Credentials
CFP®, Series 66
Industry experience
8 years
Expertise
Retirement income strategy
General retirement planning
Wealth management
Work history
Edward Jones
2017 - Present (9 years)
Reynolds American
2006 - 2017 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Sarah G
Series 66
Battle Ground, WA
Edward Jones
Kyle K
CFP®, Series 63, Series 66
Scappoose, OR
Edward Jones
Hailey I
ChFC®, Series 66
Scappoose, OR
Edward Jones
Ara S
Series 66
Vancouver, WA
Edward Jones
Eric S
Series 66
Vancouver, WA
Merrill
Eric Schwartz is a Private Wealth Advisor with Merrill Private Wealth Management, where he is a member of the Private Execute Services group. In this role, he concentrates on fixed-income strategies and is responsible for the team's fixed-income trading and manager selection. Eric began his career at Merrill in 2000, bringing prior experience from Southern Company, where he traded electricity and natural gas futures and options, and from Rodman & Renshaw, where he served as an assistant fixed-income trader. Eric holds a Bachelor of Business Administration in Finance from the University of Massachusetts at Amherst, earned in 1993, and a Master of Business Administration in Finance from the Goizueta Business School at Emory University, completed in 1997. He also holds the designation of Personal Investment Advisor (PIA). Residing in Glen Rock, New Jersey, Eric is actively involved in his community through coaching youth sports and participating in his synagogue. His personal interests include basketball, cooking, reading, music, tennis, and spending time with his family.
Laura B
CFP®, Series 66
Vancouver, WA
Edward Jones
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