Jacob SchultzCRD Number: 7058150
Current Firm: Destra Capital Advisors LLC
Jacob Schultz (CRD# 7058150) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 3 years of experience in the finance industry.
Yellowstone Investment Planners, Inc.
D.a. Davidson & Company
D.a. Davidson & Company
|Destra Capital Investments LLC||Chicago, IL||Aug 2018 - Current||3|
|Wheaton Park District||Wheaton, IL||Aug 2010 - Aug 2018||8|
|The Red Lion||Champaign, IL||Apr 2015 - May 2018||3|
|University Of Illinois Champaign-urbana||Champaign-urbana, IL||Aug 2014 - May 2018||3|
|Cme Group||Chicago, IL||May 2017 - Aug 2017||< 1|
|Wheaton Warrenville South High School||Wheaton, IL||Sep 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management174MILLIONS
Total Number of Accounts3ACCOUNTS
Average Account Value$58,086,062
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.