Adrian Christopher Schultz

Employer firm

Bradley Wealth LLC CRD 131808

$197M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• ALTERNATIVE INVESTMENT ADVISEMENT

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

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

Current Employers

Employment History

• 09/2015 → 07/2019
  Vanguard
  Scottsdale, AZ
• 07/2017 → 07/2017
  Tesoro Ristorante Italiano
  Scottsdale, AZ
• 03/2019 → 12/2020
  Postmates
  San Francisco, CA
• 09/2019 → 04/2022
  Cco Capital, Llc.
  Phoenix, AZ
• 09/2019 → 02/2020
  Cco Staffing, Llc.
  Phoenix, AZ
• 09/2019 → 04/2022
  Cim Group
  Phoenix, AZ
• 04/2022 → 07/2023
  J.P. Morgan Securities Llc
  Tempe, AZ
• 04/2022 → 07/2023
  Jpmorgan Chase Bank, N.A.
  Tempe, AZ
• 10/2017 → 10/2017
  Amazon
  Scottsdale, AZ
• 07/2023 → 10/2025
  Wells Fargo
  Scottsdale, AZ
• 10/2025 → Present
  Bradley Wealth Llc
  Scottsdale, AZ
• 10/2025 → Present
  Bradley Wealth Llc
  Scottsdale, AZ

Previous Registrations

• 2022-07-15 → 2023-08-03
  J.P. Morgan Securities Llc
  Tempe, AZ
  Tempe, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-09
• S66 Uniform Combined State Law Examination
  2022-07-06
• S63 Uniform Securities Agent State Law Examination
  2014-01-14

Other Names

• Adrien Christopher Schultz
• Adrian Schultz
• Adrian Christopher Schultz
• Adrien Schultz