Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrad? Claim Your ProfileJarrad Schultz is an investment advisor representative with City National Rochdale. Jarrad has been working in the financial industry since 2016 and has a Series 66, Series 7TO, and SIE license. Jarrad specializes in providing portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. City National Rochdale has offices in Beverly Hills, CA, New York, NY, and other locations. Jarrad has been registered with City National Rochdale since August 2020 and is approved to provide investment advice in California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/14/2022 - Present
City National Rochdale (Beverly Hills CA)
BOTH
Issued 06/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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