Jeffrey Schulte, financial advisor Blue Bell PA
96 score

Jeffrey Schulte

CRD Number: 1242009
Current Firm: First Capital Advisors Group, LLC

Jeffrey Schulte (CRD# 1242009) is an Investment Advisor Representative working at First Capital Advisors Group, LLC in Blue Bell, PA and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
First Capital Advisors Group, LLC Blue Bell, PA Oct 2015 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Apr 2014 - Current 2
Cantor Fitzgerald Wealth Partners, LLC New York, NY Sep 2013 - Oct 2015 2
Montage Securities Leawood, KS Nov 2011 - Aug 2013 1
Mariner Wealth Advisors, LLC Leawood, KS Jan 2011 - Aug 2013 2
Cbiz Financial Solutions, Inc. Plymouth Meeting, PA Feb 2004 - Nov 2011 7
Cbiz Wealth Management Plymouth Meeting, PA Jan 2004 - Dec 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
Contact Info for Jeffrey R. Schulte
Phone Number: 267-329-7620
Registered State(s):
  • FL
  • IL
  • NJ
  • PA
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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