Jared Pestcoe (CRD# 6811900) is an Investment Advisor Representative working at Schulz Wealth, Ltd. in Mansfield, TX and has over 6 years of experience in the finance industry. Jared Pestcoe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schulz Wealth, Ltd. | Mansfield, TX | May 2022 - Current | 2 |
| Dynasty Financial Partners | St. Petersburg, FL | Feb 2021 - Apr 2022 | 1 |
| Td Ameritrade | Southlake, TX | Mar 2019 - Feb 2021 | 1 |
| The Vanguard Group, Inc. | Malvern, PA | Jun 2017 - Mar 2019 | 1 |
| University Of Pittsburgh | Pittsburgh, PA | Aug 2014 - Apr 2017 | 2 |
| Hemingway's Cafe | Pittsburgh, PA | Oct 2016 - Feb 2017 | < 1 |
| Bj's Brewhouse | Lancaster, PA | Jun 2016 - Aug 2016 | < 1 |
| Palace Entertainment | Lancaster, PA | May 2016 - Aug 2016 | < 1 |
| Aspire Ventures | Lancaster, PA | May 2015 - Aug 2015 | < 1 |
| Woodcrest Mennonite Homes | Lancaster, PA | Oct 2012 - Sep 2014 | 1 |
| Millersville University | Millersville, PA | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- TX
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Total Assets Under Management321MILLIONS
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Total Number of Accounts497ACCOUNTS
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Average Account Value$645,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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