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Jesse S Schultz

Edward Jones

Golden, CO

CRD 7758231

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-21
CO RA APPROVED 2023-08-25
  • TX RA
    APPROVED
    Since 2025-03-21
  • CO RA
    APPROVED
    Since 2023-08-25

Branch Locations

350 Indiana St Ste 650, Golden, CO 80401 • 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
Edward Jones St Louis MO 06/2023 Present
Elevate Property Services, Inc Denver CO 01/2023 06/2023
Epicon, Llc Marana AZ 02/2022 10/2022
Unemployed Unemployed NM 10/2022 01/2023
Town Of Marana Water Department Marana AZ 06/2016 02/2022
  • 06/2023 → Present
    Edward Jones
    St Louis, MO
  • 01/2023 → 06/2023
    Elevate Property Services, Inc
    Denver, CO
  • 02/2022 → 10/2022
    Epicon, Llc
    Marana, AZ
  • 10/2022 → 01/2023
    Unemployed
    Unemployed, NM
  • 06/2016 → 02/2022
    Town Of Marana Water Department
    Marana, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-23
  • S66 Uniform Combined State Law Examination
    2023-08-23
Other Names
  • Jesse Silvercloud Schultz

View on SEC IAPD

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