JEFFREY JOSEPH SCHULTZ is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with CREATIVEONE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVEONE WEALTH, LLC | 2025-01-01 | present | Yes |
| CETERA ADVISORS LLC | 2012-02-28 | 2017-09-12 | — |
| PACIFIC WEST FINANCIAL CONSULTANTS INC | 2008-08-14 | 2012-02-28 | — |
| KMS FINANCIAL SERVICES, INC. | 2004-06-08 | 2008-08-01 | — |