Jonathon Christopher Schultheiss

Current Employers

Employment History

• 04/2016 → 10/2020
  Kestra Financial Services, Inc.
  Austin, TX
• 10/2020 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2020-10-16 → 2024-07-10
  Global Retirement Partners Llc
  San Rafael, CA
  Thomasville, NC
• 2016-04-19 → 2020-10-21
  Kestra Advisory Services, Llc
  Greensboro, NC
• 2015-02-02 → 2016-09-22
  Kestra Investment Services, Llc
  Greensboro, NC
  Greensboro, NC
• 2009-07-01 → 2015-02-03
  Invest Financial Corporation
  Greensboro, NC

Other Businesses

Business Name: Gate City Administration Investment Related: No Address: 328 E. Market Street Suite 110 Greensboro NC 27401 Nature of Business: Other TPA Position, Title or Relationship: Partner Start Date: 1/1/2011 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Find new clients. Business Name: The disTRACKted Book Investment Related: No Address: 328 East Market Street, 110 Greensboro NC 27401 Nature of Business: Other Other/None of the Above Promoting the book Position, Title or Relationship: Author Start Date: 11/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Promote the book. Business Name: The Focused Book Investment Related: No Address: 7 Lambeth Dr Thomasville NC 27360 Nature of Business: Other Other/None of the Above N/A Position, Title or Relationship: Author of the book Start Date: 2/1/2019 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Promote the book. Business Name: SRP: Address: 7 Lambeth Dr Thomasville NC 27360 Nature of Business: Advising retirement plans. Position, Title or Relationship: Managing Director. Hours per month: 160. Hours per month during trading hours: 160.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-21
• S63 Uniform Securities Agent State Law Examination
  2004-02-23