Founder and Owner – JMS Financial Services

Founder, CEO and President – Iron Street Research and TacticalTradingSignal.com 

In 1981, Jack Schwartz became a financial consultant for a major New York firm. He then moved on to become an independent broker in 1993 with largest Broker/Dealer, Linsco Private/Ledger.  During this time, he founded JMS Financial Services and later joined NEXT financial in 2004.  In 2000, he founded Iron Street Research because of the need of dependable research on sector rotation and tactical money management.  Mr. Schwartz’s development of sector rotation, dynamic asset allocation and tactical trading strategy came from his interest in protecting clients’ assets and reducing risk with intentions of increasing client returns versus the buy and hold philosophy.

In 1983 he began the independent economic research and development that resulted in the creation of the computer-based Iron Street Research Model.  The model is a technical model that uses 50 plus market variable indicators and oscillators in an attempt to identify low-risk entry and exit points for various markets.  Sector rotation and asset allocation models indicate when assets should be moved from an invested position to cash or other investment asset and back again.  Because Mr. Schwartz emphasizes the importance of tactical asset allocation, sector rotation and not buying and holding forever, JMS Financial Services has greatly succeeded in systematically handling client accounts.  Upon the realization that the internet was utilized by the do-it-yourself investor, TacticalTradingSignal.com was born and used on a subscription basis.

As the founder of JMS Financial Services, Iron Street Research and TacticalTradingSignal.com, Mr. Schwartz has works as a sub-account manager and consultant to numerous RIA firms throughout the United States.  Because of his firms’ performances, institutional investors are becoming a large part of the success of Iron Street Research and TacticalTradingSignal.com.

Earlier in his career from 1979 to 1981, Jack was President/Manager of several Credit Unions in Kansas and Texas, including the K & C Credit Union and the Missouri Pacific Railroad Credit Union.  He has been a top producing financial advisor, earning the highest awards given, with each firm over the last 26 years.

Jack holds a Bachelor of Science in Sociology from Fort Hays State University and has earned numerous professional designations such as Chartered Financial Professional (CHFP), Chartered Market Analyst (CMA), Chartered Trust and Estate Planner (CTEP) and Chartered Asset Manager (CAM).  He also has Series 24, 7, 63, 53 and 65 Life and Health Licenses.  Jack Schwartz’s personal interests include obtaining expert status in several martial arts, coaching weightlifting and track and working with underprivileged children.

Principal Licenses: Series 24, 7, 63, 65, 53 and Life and Health Insurance.

Professional Designations:  ChFP - Chartered Financial Professional, CTEP - Chartered Trust and Estate Planner, CMA - Chartered Market Analyst, CAM - Chartered Asset Manager.