Jerry ShultsCRD Number: 5104013
Current Firm: J.p. Morgan Securities LLC
Jerry Shults (CRD# 5104013) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Denton, TX and has over 16 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Jp Morgan Securities LLC||Denton, TX||May 2019 - Current||3|
|Jp Morgan Chase Bank Na||Denton, TX||May 2019 - Current||3|
|Nylife Securities LLC||Dallas, TX||Dec 2016 - May 2019||2|
|New York Life Insurance Co||Dallas, TX||Dec 2016 - May 2019||2|
|Lyft||Mckinney, TX||Mar 2019 - Mar 2019||< 1|
|Unemployed||Mckinney, TX||Nov 2016 - Dec 2016||< 1|
|J.p Morgan Securities LLC||Dallas, TX||Dec 2010 - Oct 2016||5|
|Jpmorgan Chase Na||Plano, TX||Aug 2006 - Oct 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2006|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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