Joshua SchultheisCRD Number: 6023864
Current Firm: Piper Jaffray Investment Management, LLC
Joshua Schultheis (CRD# 6023864) is an Investment Advisor Representative working at Piper Jaffray Investment Management, LLC in Minneapolis, MN and has over 5 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Piper Jaffray Investment Management LLC||Minneapolis, MN||May 2012 - Current||5|
|Piper Jaffray & Company||Minneapolis, MN||Jan 2012 - Current||5|
|Oracle||Minneapolis, MN||Apr 2011 - Jan 2012||< 1|
|Magenic||St. Louis Park, MN||Aug 2010 - Apr 2011||< 1|
|Wells Fargo||Roseville, MN||Jun 2008 - Aug 2010||2|
|Sunlogic||Breckenridge, CO||Jun 2007 - Aug 2008||1|
|Full-time Education||Northfield, MN||Sep 2000 - May 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management414MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$206,922,973
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
IL, KS, MN, NY, OR, PA, WI
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