Jeffrey Scott Schulz

Employer firm

Integrity Advisory Solutions CRD 288817

$1.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 11/2015 → 01/2021
  Self Employed - Physical Therapy
  Argyle, TX
• 07/2022 → 08/2023
  Burlington Alliance Capital Management, Llc
  Burlington, NC
• 09/2019 → 10/2020
  Direct Solar Of America
  Argyle, TX
• 11/2020 → Present
  Premier Futureguard
  Argyle, TX
• 09/2023 → Present
  Integrity Advisory Solutions
  Burlington, NC

Previous Registrations

• 2008-01-02 → 2011-09-16
  Brookstone Capital Management Llc
  Mcallen, TX
  Austin, TX
  Austin, TX
  Wheaton, IL

Other Businesses

1. Premier FutureGuard, LLC; Not investment-related; 3001 North Rocky Point Drive East, Suite 200, Tampa, FL 33607; Fixed Insurance; Managing Member; 03/22/2022; 80 hours per month; 4 hours during security hours; Help customers with life insurance and annuities. 2. Integrated Trust Systems; not investment-related; 7373 East Double Tree Ranch Rd, Scottsdale, AZ 85258; Marketing referrals to Integrated Trust Systems; Representative; 7/28/2025; 10 hours per month; 8 hours during securities trading hours; Hold seminars to introduce people to Integrated Trust Systems 3. MEDIATOR DEBT SOLUTIONS POSITION: Just provide referrals NATURE: Provide referrals to Mediator Debt Solutions to assist the customer with a debt settlement program. I would receive a 2% commission on the amount that is settled. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/26/2026 ADDRESS: 23945 Calabasas Road Unit 114, Calabasas CA 91302, United States DESCRIPTION: Make referrals to Mediator Debt Solutions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-19

Other Names

• Jeff Scott Schulz