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Jeffrey Charles Schultz

Cetera Investment Advisers LLC

Jackson, TN

Jackson, TN

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-04-10
  • TN RA
    APPROVED
    Since 2023-04-10

Branch Locations

11 Murray Guard Drive, Jackson, TN 38305 • United States

5 Channing Way, Jackson, TN 38305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Company Jackson TN 02/2020 03/2023
Mml Investors Services Jackson TN 02/2020 03/2023
Walmart Stores Inc Jackson TN 07/1988 02/2020
Regions Bank Jackson TN 03/2023 Present
Cetera Investment Services Llc Saint Cloud MN 04/2023 Present
Cetera Investment Advisers Llc Jackson TN 04/2023 Present
  • 02/2020 → 03/2023
    Mass Mutual Life Insurance Company
    Jackson, TN
  • 02/2020 → 03/2023
    Mml Investors Services
    Jackson, TN
  • 07/1988 → 02/2020
    Walmart Stores Inc
    Jackson, TN
  • 03/2023 → Present
    Regions Bank
    Jackson, TN
  • 04/2023 → Present
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 04/2023 → Present
    Cetera Investment Advisers Llc
    Jackson, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-25
  • S66 Uniform Combined State Law Examination
    2021-06-25
Other Names
  • Jeff Schultz
  • Jeffrey Schultz

View on SEC IAPD

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Other Offices

MORGAN STANLEY · JACKSON, TN
RAYMOND JAMES & ASSOCIATES, INC. · Jackson, TN
EDWARD JONES · JACKSON, TN
LPL FINANCIAL LLC · JACKSON, TN
LPL FINANCIAL LLC · JACKSON, TN
SYCAMORE FINANCIAL ADVISORS, INC. · JACKSON, TN
LPL FINANCIAL LLC · JACKSON, TN
THOROUGHBRED FINANCIAL SERVICES, LLC · JACKSON, TN

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