Jonathan Schultz is a registered investment advisor at Wells Fargo Advisors, based in Fraser, CO, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
18 River Run Circle, Fraser, CO, 80442
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan owns Crystal Creek Wealth Management LLC and acts as trustee for its 401k plan, dedicating a few hours per week to these activities. He also has power of attorney for his mother and owns rental property, requiring minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Oppenheimerfunds Distributor, INC.Broker
Ofi Private Investments INC
UBS Painewebber INC.
UBS Painewebber INC.Broker
State Registrations25 states
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