Jack Edward Schulte

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 08/2018 → 05/2022
  Washington State University
  Pullman, WA
• 08/2022 → 03/2023
  Northwestern Mutual
  Sacramento, CA
• 05/2008 → 08/2021
  Visionary Tours 360
  El Dorado County, CA
• 03/2023 → 04/2024
  Lincoln Financial Advisors
  Sacramento, CA
• 08/2013 → 05/2018
  Vista Del Lago Highschool
  Folsom, CA
• 05/2024 → 12/2024
  Massmutual Life Insurance Company
  Pleasanton, CA
• 05/2024 → 12/2024
  Mml Investors Services, Llc
  Pleasanton, CA
• 05/2022 → 07/2022
  Unemployed
  Sacramento, CA
• 04/2023 → 04/2024
  Retirement Security Centers
  Sacramento, CA
• 04/2025 → 08/2025
  Secure Investment Management
  Roseville, CA
• 12/2024 → 04/2025
  Unemployed
  Sacramento, CA
• 04/2026 → Present
  Equitable Advisors, Llc.
  New York, NY
• 09/2025 → 03/2026
  Unemployed
  Sacramento, CA

Previous Registrations

• 2025-05-12 → 2025-08-12
  Secure Investment Management, Llc
  Tucson, AZ
  Roseville, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-03-06

Other Names

• Jack Edward Schulte
• Jack Schulte