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About this Advisor
Michael Schultz is an advisor who works out of Tempe, Arizona. Currently an investment advisor with Edward Jones, they have gathered 20 years of work experience as a financial advisor. Schultz holds a Series 63 license, certifying the advisor as a securities agent. Schultz is registered to act as an advisor in Wisconsin. Schultz has worked their entire career at Edward Jones. Edward Jones is located in Tempe, Arizona, and operates out of 12,884 brick-and-mortar locations across the nation. As a company, Edward Jones oversees $312 billion in assets dispersed across 2,500,304 accounts and employs more than 23,510 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Schultz Work History
Michael has 20 years of experience.
Edward D. Jones & Co., L.P
Michael Schultz has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO