Jeffery Schulz is a registered investment advisor, based in St. Louis, MO, with 10 years of industry experience.
Location
100 N. Broadway, Suite 1700, St. Louis, MO, 63102
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Larson Financial Securities, LLCBroker
February 2025 - Present · 1 yr 3 mos
Larson Financial Group, LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
May 2023 - February 2025 · 1 yr 9 mos
Stifel, Nicolaus & Company, Incorporated
May 2023 - February 2025 · 1 yr 9 mos
Larson Financial Group, LLC
March 2019 - May 2023 · 4 yrs 2 mos
Larson Financial Securities, LLCBroker
March 2019 - May 2023 · 4 yrs 2 mos
Larson Financial Securities, LLCBroker
October 2014 - September 2018 · 3 yrs 11 mos
Fidelity Brokerage Services LLCBroker
May 2013 - June 2013 · 1 mo
State Registrations1 state
MO
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.