Jessie Kay Schultz

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 10/2018 → Present
  Edward Jones
  St Louis, MO
• 11/2017 → 01/2019
  University Of Northern Iowa
  Cedar Falls, IA
• 05/2017 → 11/2018
  John Bermel Pro Shop
  Cedar Falls, IA
• 05/2018 → 12/2018
  Jessie Sindlinger Golf Lessons
  Cedar Falls, IA
• 06/2017 → 06/2017
  Iowa Pga
  Cedar Falls, IA
• 08/2013 → 05/2017
  University Of Iowa
  Iowa City, IA

Other Businesses

St John Lutheran Church Charles City Charles City, IA Start date: 2/1/2025 Finance board member Hours per week: 0 Hours during trading: 0 attend meetings and help make financial decisions

Exams

• S66 Uniform Combined State Law Examination
  2020-05-01

Designations

• Certified Financial Planner

Other Names

• Jessie Kay Sindlinger