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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) and FAD (Financial Analyst Designate) designations. He is currently working toward his CMT(Chartered Market Technician) designation, which he hopes to achieve soon. 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:

 

  • Operations Management
  • Marketing Management
  • Engineering Management
  • Financial Management
  • Project Management
  • Engineer

 

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.

 

 

SEC Registered Investment Advisor offering certain securities through NEXT Financial Group, Inc. Member FINRA/SIPC

Iron Street Research, Inc. and Tactical Trading Signal.com are not an affiliate of NEXT Financial Group, Inc.

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