Jocelyn Schwartz
Investment Adviser Representative at Pitcairn
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jocelyn Schwartz is an investment adviser representative with Pitcairn in Conshohocken, PA, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Wescott Financial Advisory Group LLC and SCS Capital Management LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Maryland and Pennsylvania.
Office
Advisors at this office: 31
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SCS Capital Management, LLCJan 2013 – Jan 2021Boston, MA
- UnemployedFeb 2021 – Aug 2021Wynnewood, PA
- Wescott Financial Advisory GroupSep 2021 – Feb 2023Philadelphia, PA
- Pitcairn Trust Co.Sep 2023 – Dec 2025Conshohocken, PA
- Pitcairn Wealth AdvisorsJan 2025 – no end date reportedConshohocken, PA
- UnemployedMar 2023 – Aug 2023Wynnewood, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pitcairn
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.011
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 41
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Conshohocken, PA
- SEC file number:
- 801-131329
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Pitcairn
Showing 12 of 41 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jocelyn Schwartz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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