Broker Check
Jonas Schwartz

Jonas was drawn to Strategies for Wealth due to their truly holistic manner of financial stratiges. He is passionate about showing clients how to protect what they have in the present while growing their future.

Jonas graduated from Hobart College with a bachelor’s in political science and earned his master’s from Syracuse University's top-rated Newhouse School of Public Communications.

Jonas lives in Westport, CT with his wife, Rachel, and daughters, Emma and Madison. In his spare time, he enjoys being with his family, playing tennis, basketball, and baseball, and going to the beach.


Financial Representative of Guardian, CA Insurance License Number - 4208116.