Jonathan Tisdale Schultz

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Colorado Springs, CO
• 11/2016 → 09/2019
  Wells Fargo Clearing Services, Llc
  Colorado Springs, CO
• 09/2019 → Present
  Wells Fargo Advisors Financial Network, Llc
  Colorado Springs, CO

Previous Registrations

• 2005-12-01 → 2019-09-19
  Wells Fargo Clearing Services, Llc
  Colorado Springs, CO
• 2005-06-13 → 2005-07-06
  Wells Fargo Clearing Services, Llc
  Cleveland, OH
• 2003-03-27 → 2005-03-10
  Ofi Private Investments Inc
  New York, NY
• 1999-01-01 → 2003-03-10
  Ubs Financial Services Inc.
  Colorado Spring, CO

Other Businesses

CRYSTAL CREEK WEALTH MANAGEMENT LLC, INV RELATED, MONUMENT, CO, 100% OWNERSHIP, START 9/23/2019, 10 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. CRYSTAL CREEK WEALTH MANAGEMENT I401K, INV RELATED, MONUMENT, CO, TRUSTEE, START 12/2019, 2-4 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE 401K PLAN. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; COLORADO SPRINGS, CO; START DATE 3/8/2012; LESS THAN 1 HR PER MONTH; LESS THAN 1 HR DURING TRADING. RENTAL PROPERTY, INV RELATED, PONCHA SPRINGS, CO, 100% OWNERSHIP, START 7/13/24, 3 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-01
• S63 Uniform Securities Agent State Law Examination
  1998-06-23