Best Investors Account Sign in
Inactive

Eryn Jenell Schultz

Her Personal Finance

Houston, TX

Claim This Profile
Current Employers
Her Personal Finance

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-18
NY RA APPROVED 2025-03-10
MA RA APPROVED 2025-03-06
TX RA APPROVED 2023-08-28
  • CA RA
    APPROVED
    Since 2025-03-18
  • NY RA
    APPROVED
    Since 2025-03-10
  • MA RA
    APPROVED
    Since 2025-03-06
  • TX RA
    APPROVED
    Since 2023-08-28

Branch Locations

Houston, TX • 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
OrganizationCityStateFromTo
Heb Grocery Company Houston TX 07/2015 09/2017
Revolution Foods Oakland CA 10/2017 10/2020
Access 401K Dba Her Personal Finance Houston TX 04/2017 Present
Equita Financial Network, Inc. Fort Washington PA 11/2022 07/2023
  • 07/2015 → 09/2017
    Heb Grocery Company
    Houston, TX
  • 10/2017 → 10/2020
    Revolution Foods
    Oakland, CA
  • 04/2017 → Present
    Access 401K Dba Her Personal Finance
    Houston, TX
  • 11/2022 → 07/2023
    Fort Washington, PA
Previous Registrations
Other Businesses

Eryn Schultz is the founder of Financial Education First DBA Earn with Eryn, where she provides financial education classes, content and workshops. This activity uses up 30% of her time during trading hours, and is not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-30
  • S65 Uniform Investment Adviser Law Examination
    2023-01-30
Designations
Other Names
  • Eryn Schultz

View on SEC IAPD

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor