Jeffrey Joseph Schultz

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 09/2017
  Cetera Advisors Llc
  El Segundo, CA
• 09/2017 → Present
  Change Path Llc
  Leawood, KS
• 02/2013 → Present
  Schultz Financial Services
  Scappoose, OR

Previous Registrations

• 2012-02-28 → 2017-09-12
  Cetera Advisors Llc
  Rainier, OR
  Scappoose, OR
• 2008-08-14 → 2012-02-28
  Pacific West Financial Consultants Inc
  Renton, WA
• 2004-06-08 → 2008-08-01
  Kms Financial Services, Inc.
  Bonney Lake, WA
  Scappoose, OR

Other Businesses

1.SCHULTZ FINANCIAL SERVICES, 52461 COLUMBIA RIVER HWY, SCAPPOOSE, OR 97056; START 02/22/2013, DBA FOR SECURITIES BUSINESS AND FIXED INSURANCE, 20HR/WK, COMMISSION/FEES. 2. MANHATTAN INSURANCE GROUP / WESTERN UNITED LIFE; NOT INVESTMENT RELATED; 52461 COLUMBIA RIVER HIGHWAY, SCAPPOOSE, OR 97056; START 1/2015; 5 HOURS/WEEK DURING SECURITIES TRADING HOURS; FIXED ANNUITY INSURANCE MARKETING ORGANIZATION 3. CCPOD, LLC; NOT INVESTMENT RELATED; 51915 COLUMBIA RIVER HWY, SCAPPOOSE, OR 97056; START 11/2018; 1 HOUR/MO, NONE DURING TRADING HOURS; PROPERTY OWNER LEASING SPACES TO FOOD CART ENTREPRENEURS

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-01

Designations

• Certified Financial Planner