Jacob
Schultz
Destra Capital Advisors LLC
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About this Advisor
Jacob Schultz is a chartered financial analyst working out of Bozeman, Montana with 4 years of industry experience. Schultz works at Destra Capital Advisors LLC. The advisor has gained experience at Wheaton Park District, The Red Lion, University Of Illinois Champaign-Urbana, Cme Group, Destra Capital Investments LLC and Wheaton Warrenville South High School. Schultz has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois. Destra Capital Advisors LLC is a business based in Bozeman, MT. It administers $188 million in assets among its three customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Destra Capital Advisors Llc provides portfolio management for investment companies. Fees for financial advice typically are based on which service is provided. However, fees billed by Destra Capital Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Destra Capital Advisors LLC Brokerage Details
$187,974,161
13
3
$62,658,054
Investment Advisory Services
- Portfolio management for investment companies
Jacob Schultz Work History
Jacob has been registered as a financial advisor for 4 years.*
Destra Capital Investments LLC
Cme Group
The Red Lion
University Of Illinois Champaign-Urbana
Wheaton Park District
Wheaton Warrenville South 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 Jacob 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 Destra Capital Advisors LLC
Carlsbad, CA
Bozeman, MT
Bozeman, MT
Chesterbrook, PA
Denver, CO
Bozeman, MT
Bozeman, MT
Bozeman, MT
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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