Jeffrey Schultz is a registered investment advisor, based in Jackson, TN, with 4 years of industry experience.
Location
11 Murray Guard Drive, Jackson, TN, 38305
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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
Cetera Investment Services LLCBroker
April 2023 - Present · 3 yrs 1 mo
Cetera Investment Advisers LLC
April 2023 - Present · 3 yrs 1 mo
Cetera Investment Services LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
MML Investors Services, LLC
February 2022 - March 2023 · 1 yr 1 mo
MML Investors Services, LLCBroker
February 2022 - March 2023 · 1 yr 1 mo
State Registrations3 states
ALMSTN
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.