Jay Schulman is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Hudson, OH, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Hudson, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay sells fixed annuities since 2004 and acts as a successor trustee for his mother, Linda Schulman, dedicating minimal time to this. He also works as a group exercise instructor at Cleveland Clinic Akron General, spending about 10-20% of his time on this, and provides caregiving services, also spending about 10% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations11 states
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