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Jonathan Joel Schedler

Allstate Financial Advisors, LLC

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About Jonathan Joel Schedler

Jonathan Schedler is an investment advisor representative at Allstate Financial Advisors, LLC in Rancho Cordova, CA. Jonathan has been in the financial services industry since 2000 and is registered to provide investment advice in nine states including California, Arizona, Nevada, Utah, Washington, Oregon, Idaho, Florida and others. Jonathan is a Chartered Financial Consultant (ChFC) and has passed the Series 6, Series 63 and Series 65 exams. Jonathan previously worked with Princor Financial Services Corporation in Roseville, CA.

Firm Information

Jonathan Schedler is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

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.

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Fee Structure

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.

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Third party advisory fees

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Jonathan Schedler’s Registration & Firm History

CA

06/28/2011 - Present

Allstate Financial Advisors, LLC (Rancho Cordova CA)

CA

09/18/2000 - 06/08/2011

PRINCOR FINANCIAL SERVICES CORPORATION (ROSEVILLE CA)

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Licenses & Designations

IA

Issued 05/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jonathan Joel Schedler. Review regulatory record here.
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