Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Tisdale Schultz is a financial advisor who has been in the industry since 1998. Jonathan is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since 2019. Previously, Jonathan worked with Wells Fargo Clearing Services, LLC and Wachovia Securities, LLC. Jonathan specializes in providing financial planning, portfolio management, and investment consulting services to both individuals and businesses. Jonathan holds a Series 7, Series 24, Series 63, and Series 65 licenses. Jonathan holds the SIE designation. Jonathan is also a Registered Representative and Investment Advisor Representative.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CO
09/19/2019 - Present
Wells Fargo Advisors Financial Network, LLC (FRASER CO)
CO
11/30/2005 - 09/19/2019
WELLS FARGO CLEARING SERVICES, LLC (COLORADO SPRINGS CO)
MO
06/10/2005 - 07/06/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/27/2003 - 03/10/2005
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
06/19/1998 - 03/10/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 07/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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