Joseph Paul Schulte

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2018 → 09/2022
  Edward Jones
  St Louis, MO
• 12/2007 → 11/2018
  Hometown Bank
  Redwood Falls, MN
• 03/2009 → 03/2019
  Norfolk Township
  Bird Island, MN
• 09/2022 → Present
  Raymond James Financial Services, Inc.
  Olivia, MN
• 09/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Olivia, MN

Previous Registrations

• 2019-02-05 → 2022-09-06
  Edward Jones
  Bird Island, MN
  St Louis, MO
  Olivia, MN

Other Businesses

(1)Name of Business: Joe Schulte Properties LLC Address: 106 9th St S, Olivia, MN, 56277-1328, United States Activity Type: Business Owner Position/Title: Officer - CEO, Officer - President Investment Related: Yes Start Date: 07/15/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Joe Schulte Properties owns the building JPSchulte Wealth Advisors works out of. JPSchulte Wealth Advisors pays rent to Joe Schulte Properties. (2)Name of Business: JPSchulte Wealth Advisors Address: 106 9th St S, Olivia, MN, 56277-1328, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: Yes Start Date: 09/02/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2019-02-02

Other Names

• Joseph Paul Schulte
• Joseph P Schulte