Jonathan
Schultz
Leading Edge Financial Planning LLC
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About this Advisor
Jonathan Schultz is a financial advisor based in Clayton, North Carolina, working with Leading Edge Financial Planning LLC. Jonathan has previously held positions at Leading Edge Financial Planning LLC, Flexjet, Jet It, Dynamic Aviation, and Willow Valley Communities. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Jonathan is part of Leading Edge Financial Planning LLC, which operates out of Clayton, North Carolina. The firm has 7 offices and 13 employees. The firm manages assets totaling $360.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Leading Edge Financial Planning LLC is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Leading Edge Financial Planning LLC Brokerage Details
$360,175,782
13
1,388
$259,493
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathan Schultz Work History
Leading Edge Financial Planning LLC
Flexjet
Jet It
Dynamic Aviation
Willow Valley Communities
Disclosures
Please visit the SEC profile of Jonathan 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 Leading Edge Financial Planning LLC
Knoxville, TN
Knoxville, TN
Clayton, NC
Carlsbad, CA
Knoxville, TN
Knoxville, TN
Knoxville, TN
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