This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CERITY PARTNERS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 22, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jul 22, 1991

First registration

Jan 16, 2002

Dual registered

no

Other names

JEAN S. HARRELL SCHWARZ|JEAN STASSI HARRELL

IAPD individual key

2151747

• Occurred

  Aug 22, 2023
  Advisor changed firm

  Jean Stassi Harrell Schwarz left Lumina Financial Consultants, Llc for Cerity Partners Llc (registered 2023-07-05)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c81618ca-9f07-d3a0-84bb-3dfc01f7fed1

First observed

Jan 16, 2002

Last observed

Sep 15, 2026 3 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.