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Jonathan Schultz

Leading Edge Financial Planning LLC

Raleigh, NC

Knoxville, TN

CRD 8027773

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Employer firm

Leading Edge Financial Planning LLC CRD 277149

$522M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Leading Edge Financial Planning Llc

6921 Office Park Circle, Knoxville, TN 37909 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-22
  • NC RA
    APPROVED
    Since 2025-01-22

Branch Locations

Raleigh, NC • United States

6921 Office Park Circle, Knoxville, TN 37909 • 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
Leading Edge Financial Planning Llc Clayton NC 12/2024 Present
Flexjet Richmond Heights OH 03/2023 12/2024
Jet It Greensboro NC 11/2021 02/2023
Dynamic Aviation Bridgewater VA 06/2019 11/2021
Willow Valley Communities Willow Street PA 08/2013 05/2019
  • 12/2024 → Present
    Leading Edge Financial Planning Llc
    Clayton, NC
  • 03/2023 → 12/2024
    Flexjet
    Richmond Heights, OH
  • 11/2021 → 02/2023
    Jet It
    Greensboro, NC
  • 06/2019 → 11/2021
    Dynamic Aviation
    Bridgewater, VA
  • 08/2013 → 05/2019
    Willow Valley Communities
    Willow Street, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-12
  • S65 Uniform Investment Adviser Law Examination
    2024-11-12

View on SEC IAPD

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