Jeffrey R Schulte

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 10/2015 → 08/2023
  First Capital Advisors Group, Llc
  Blue Bell, PA
• 09/2023 → Present
  Wealth Enhancement Group
  Marco Island, FL
• 09/2023 → Present
  Wealth Enhancement Advisory Services
  Marco Island, FL

Previous Registrations

• 2015-12-15 → 2023-10-13
  First Capital Advisors Group, Llc
  Blue Bell, PA
  Marco Island, FL
  Marco Island, FL
• 2013-09-13 → 2015-11-10
  Cantor Fitzgerald Wealth Partners, Llc
  Plymouth Meeting, PA
  New York, NY
• 2011-01-10 → 2014-01-09
  Mariner
  Overland Park, KS
• 2004-02-18 → 2011-12-09
  Cbiz Financial Solutions, Inc.
  Plymouth Meeting, PA
  Cumberland, MD
  Cleveland, OH
  Plymouth Meeting, PA
• 2010-05-24 → 2011-05-26
  Cbiz Wealth Management, Llc
  Cleveland, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-04-10

Designations

• Chartered Financial Consultant

Other Names

• J R Schulte
• Jeffrey Richard Schulte