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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thomas Schultz is a financial advisor with over 30 years of experience in the industry. Jeffrey currently works at Janney Montgomery Scott LLC where he is registered as a Registered Representative and Investment Advisor Representative in Georgia and Texas. Previously, Jeffrey worked at Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and Citigroup Global Markets Inc. Jeffrey's registrations and licenses include Series 7, 31, 63, and 65 as well as the SIE exam. Jeffrey holds a Certified Financial Planner designation and has worked with a wide variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Jeffrey has experience providing a range of services including financial planning, pension consulting, portfolio management, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
GA
04/17/2019 - Present
Janney Montgomery Scott LLC (ATLANTA GA)
GA
02/13/2013 - 04/24/2019
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
01/26/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
07/31/1993 - 02/07/2007
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
04/06/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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