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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
West Financial Services, Inc. 2 years, 11 months Nov 2013 - Oct 2016
English and Associates Inc 1 year, 4 months Jun 2012 - Oct 2013
Financial Network 1 year, 5 months Jan 2011 - Jun 2012
Are You
Jeffrey Lewis Schatz?
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Designations & Memberships

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Articles and Answers

Insights by Jeffrey Schatz

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 12, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Feb 12, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Alliant Wealth Advisors

Last updated on March 29, 2019
    • $162.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 382
      Accounts
    • $425.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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