Jay Michael Schulman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2004-10-04

OH RA
APPROVED

Since 2004-10-04

Branch Locations

Hudson, OH • 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

Organization	City	State	From	To
Lpl Financial Llc (	Hudson	OH	10/2004	Present

10/2004 → Present

Lpl Financial Llc (

Hudson, OH

Previous Registrations

2000-01-01 → 2004-10-13

Osaic Fa, Inc.

Cleveland, OH

Other Businesses

1. 10/5/2004 - NON-VARIABLE INSURANCE - SELLING FIXED ANNUITIES - HUDSON, OH. 2. 5/20/2011 - ACT IN A FIDUCIARY CAPACITY - LINDA SCHULMAN - MOTHER - WILL BECOME SUCCESSOR TRUSTEE. - 2% OF TIME SPENT. 3. 8/29/2012 - OTHER-CAREGIVING - THIS IS AN UPDATE TO 1/4/12 APPROVAL TO INCREASE MY MONTHLY PAY FROM $300 TO $500 A MONTH. - TIME SPENT 10% 4. 12/.21/2022 - Cleveland Clinic Akron General - Not Investment Related - 4300 Allen Road Stow, OH 44224 - Outside/W-2 Employment - Group Exercise Instructor - Start Date - 12/19/2022 - 20 Hours Per Month/1 Hours During Securities Trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-04-06

S63 Uniform Securities Agent State Law Examination

1995-04-06

Designations

Chartered Financial Consultant

View on SEC IAPD