About Us
Jack M.Schwartz
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 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. Schwartzs 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 became a consultant to RTE Asset Management Philadelphia, PA, a sub
account manager and consultant to ITS Asset Management out of Pittsburgh, PA.
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, 53, 63 and 65 Life and Health Licenses.
Jack Schwartzs personal interests include obtaining expert status in several
martial arts, coaching weightlifting and track and working with underprivileged
children.
Rick Roberts
Chief Technical Analyst
Vice President, Operations
Iron Street Research Inc.
TacticalTradingSignal.com
Rick began his career in the financial services
industry in 1998 when he became a financial advisor for a large financial
services company based out of Kansas City, Kansas. During this time he worked
with individuals and businesses by providing personal, comprehensive financial
planning services. During this time, Rick became aware of the importance of
portfolio management, which led him into the study of technical analysis.
In 2000 Rick joined JMS Financial Services, where he
brought his experience in the financial service industry and his knowledge of
technical analysis. He worked as an assistant analyst, learning more in-depth
technical analysis and programming technical indicators. His research in
fundamental economic data with his understanding of the technical markets
allowed him to develop a unique insightof the financial markets. This unique
insight ultimately lead to the development of some proprietary indicators that
are currently utilized by Iron Street Research and
TacticalTradingSignal.com.
The research has contributed to the success of the
models used in market analysis and investment decision making. The research
effort is always ongoing, enabling continual updating of the models. Iron Street
Research Inc. has a rigorous methodical approach to management which nurtures
investor confidence and curbs emotional reactions to adverse market events.
Rick's goals are to curtail portfolio risk and volatility through active
management while seeking performance superior to that of benchmarks of similar
risk.
Rick utilizes a variety of tools and models while continually monitoring and
evaluating market conditions and assessing risk. When market risk levels are
high and performance is in question, or market risk is low, portfolios are
evaluated and re-allocated to take advantage of the current market condition.
Rick holds a B.A. in Finance with an emphasis in
financial planning from Fort Hays State University. He has earned his CMA
(Chartered Market Analyst) designation.
He is currently working toward his CMT(Chartered Market Technician) designation,
which he hopes to achieve by the end of 2010. Rick also holds his Series 7, 63,
65, and Life Insurance License.
Donley Jones
Assistant Technical Analyst
Since 1994 I have been intensively tracking the
investment market. I developed the technical models that are used in conjunction
with the historical models that Mr. Schwartz developed. As a graduate of Wichita
State University with a Bachelors Degree in Math and Engineering, I was on the
Dean's Honor Roll and am a past member of Pi Mu Epsilon, the National Honorary
Mathematics Fraternity.
I come to the Financial Services industry from a
manufacturing background. My 30 years in manufacturing includes the following
experience:
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Operations Management
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Marketing Management
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Engineering Management
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Financial Management
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Project Management
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Engineer
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I am a senior member of the American Production and
Inventory Control Society and carry the designation of CPIM--Certified in
Production and Inventory Management.
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* Registered representatives offering certain
brokerage products and services through NEXT Financial Group, Inc. Member
FINRA/SIPC. Neither Iron Street Research nor
tacticaltradingsignal.com is an
affiliate of NEXT Financial Group, Inc.
This site is © Copyright 2010, All Rights Reserved
SEC Registered Investment Advisor offering certain securities through NEXT
Financial Group, Inc. Member FINRA/SIPC
Investment products available only to residents of: AR,
AZ, CA, CO, IN, KS, KY, MD, MI, MN, MO, NE, NY, OH, OK, PA, TX, UT, VA,
WI, and WY
Iron Street Research, Inc. is not an affiliate of NEXT Financial Group, Inc.
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