Jessica
Schultz
Lpl Financial LLC
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About this Advisor
Jessica Schultz is a financial advisor operating in Rochester, Michigan. Schultz is an employee of Lpl Financial LLC. Their career trajectory has included roles at Stonebridge Financial Partners, LLC, Lifetime Money Management, LLC, Bath And Body Works, City Of Sterling Heights, Gander Mountain, Henry Ford Ii High School, Cwm, Dba Carson Partners, Cetera Advisor Networks, LLC, Oakland University, Lpl Financial and Aquest Wealth Strategies. Schultz has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Lpl Financial LLC is a financial advisory company that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It handles $368 billion in assets under management between its 1,688,501 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth clients who have more than $1 million in assets. Lpl Financial LLC has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules largely vary depending on the services. However, fees charged by Lpl Financial LLC likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
- Educational seminars/workshops
- Other
Jessica Schultz Work History
Jessica has been registered as a financial advisor for 0 years.*
Lpl Financial
Aquest Wealth Strategies
Cetera Advisor Networks, LLC
Stonebridge Financial Partners, LLC
Bath And Body Works
Cwm, Dba Carson Partners
Lifetime Money Management, LLC
Gander Mountain
City Of Sterling Heights
Oakland University
City Of Sterling Heights
City Of Sterling Heights
Henry Ford Ii High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Schultz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
North Reading, MA
Newport Beach, CA
Purchase, NY
Pittsburgh, PA
Hanover, PA
Oldsmar, FL
Charlestown, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
