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Jordan Carl Schulze

Jackson National Life Distributors LLC

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About Jordan Carl Schulze

Jordan Schulze is a financial professional with over 10 years of experience in the industry. Jordan is currently registered with Jackson National Life Distributors LLC in Franklin, TN. Previously, Jordan has held positions with T. Rowe Price Investment Services, Inc. in Owings Mills, MD, and Jackson National Life Distributors LLC in Franklin, TN. Jordan holds Series 6, 7 and 63 licenses as well as the SIE exam. Jordan has experience working with clients in Delaware, Maryland, and Pennsylvania.

Firm Information

Jordan Schulze is currently registered with Jackson National Life Distributors LLC. Jackson National Life Distributors LLC is a Limited Liability Company formed in May 2006 and approved to operate in all 50 states and the District of Columbia. The firm has one SEC registration and 51 state registrations. The firm has disclosed two arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

564

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.

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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Jordan Schulze’s Registration & Firm History

TN

07/11/2018 - Present

Jackson National Life Distributors LLC (FRANKLIN TN)

MD

12/15/2017 - 07/09/2018

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

TN

04/10/2012 - 11/17/2017

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

CO

05/03/2010 - 12/06/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENWOOD VLG CO)

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Licenses & Designations

BC

Issued 07/01/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/30/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Carl Schulze.
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