Jordan Carl Schulze

Employer firm

John Hancock Investment Management LLC CRD 105790

$212B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

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

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

Current Employers

Employment History

• 04/2012 → 11/2017
  Jackson National Life Distributors Llc
  Denver, CO
• 11/2017 → 07/2018
  T Rowe Price
  Baltimore, MD
• 07/2018 → 01/2026
  Jackson National Life Distributors Llc
  Franklin, TN
• 01/2026 → Present
  John Hancock Investment Management Distributors Llc
  Boston, MA
• 01/2026 → Present
  John Hancock
  Boston, MA

Other Businesses

OBA Details: a. OBA Name: Rental Property b. Investment-related? No c. OBA Address: 2308 Amherst St., Memphis, TN 38106 d. OBA Nature: Rental Property Management e. Position, Title, or Relationship with the OBA: Owner f. OBA Start Date: 04/20/2021 g. Approximate number of hours/months devoted to the OBA: 1 h. Number of hours devoted to the OBA during securities trading hours: 0 i. Brief description duties related to the OBA: Keeps books and records.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-07-01

Designations

• Certified Financial Planner