Jordan Schulze is a CFP-designated registered investment advisor, based in Boston, MA, with 15 years of industry experience.
Location
200 Berkeley St., Boston, MA, 02116-5022
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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
John Hancock Investment Management Distributors LLC
January 2026 - Present · 4 mos
John Hancock Investment Management LLC
January 2026 - Present · 4 mos
John Hancock Investment Management Distributors LLCBroker
January 2026 - Present · 4 mos
Previous Registrations
Jackson National Life Distributors LLCBroker
July 2018 - January 2026 · 7 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
December 2017 - July 2018 · 7 mos
Jackson National Life Distributors LLCBroker
April 2012 - November 2017 · 5 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
May 2010 - December 2011 · 1 yr 7 mos
State Registrations4 states
DCMAMDVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.