Jack Curtis Schulte

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2021 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2019 → 08/2020
  Amica Insurance
  Dallas, TX
• 06/2018 → 07/2018
  Pacific Architectural Concepts
  Encino, CA
• 06/2017 → 08/2017
  North Corner Haven
  Lancaster, SC
• 08/2016 → 05/2017
  Elon University
  Elon, NC
• 08/2017 → 05/2018
  Elon University
  Elon, NC
• 08/2018 → 06/2019
  Elon University
  Elon, NC
• 08/2020 → 03/2021
  Unemployed
  Charlotte, NC
• 03/2021 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 01/2023 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-03-20
• S63 Uniform Securities Agent State Law Examination
  2021-06-25

Other Names

• Jack Curtis Schulte
• Jack Schulte