Jeffrey
Schultz

Raymond James & Associates, Inc

CRD#2332248
Investment Advisor
in Atlanta, GA
Are you Jeffrey Schultz? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Schultz is a certified financial planner based in Atlanta, Georgia. Currently an investment advisor at Raymond James & Associates, Inc, they have accrued 11 years of practice in the financial advisory industry. Schultz holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Schultz can operate in Georgia and Texas. The advisor has gained experience at Morgan Keegan And Company, Inc and Raymond James & Associates, Inc. Raymond James & Associates, Inc is headquartered in Atlanta, Georgia, and operates out of 422 offices in the United States. In aggregate, Raymond James & Associates, Inc oversees $143 billion in assets throughout 472,443 accounts and retains more than 13,277 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 394,071 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Raymond James & Associates, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1100 Abernathy Road Ne Building 500; Suite 1850
Atlanta, GA 30328

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

GA Average: $1,855,561,029
Total Number of Employees

14,205

GA Average: 62
Total Number of Accounts

591,180

GA Average: 2,474
Average Account Size

$297,807

GA Average: $750,025

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Jeffrey Schultz Work History

Jeffrey has 11 years of experience.

2013 - Present (6 years)

Raymond James & Associates, Inc

2007 - 2013 (6 years)

Morgan Keegan And Company, Inc

Disclosures

Jeffrey Schultz has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started