Kristin Schult, financial advisor The Villages FL
93 score

Kristin Schult

CRD Number: 5614268
Current Firm: J.p. Morgan Securities LLC

Kristin Schult (CRD# 5614268) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Villages, FL and has over 8 years of experience in the finance industry.

Similar Advisors
David Latch, financial advisor The Villages FL
David A. Latch
CRD# 5817785
Royal Fund Management, LLC
Score
100
Similar Advisors
Vannie Albanese, financial advisor The Villages FL
Vannie T. Albanese
CRD# 2277
Royal Fund Management, LLC
Score
96
Similar Advisors
Mark Bunker, financial advisor The Villages FL
Mark A. Bunker
CRD# 2348673
Royal Fund Management, LLC
Score
96
Company Name Location Dates Years
J.p. Morgan Securities LLC Kissimmee, FL Oct 2012 - Current 4
Jpmorgan Chase Bank Kissimmee, FL May 2011 - Current 5
Chase Investment Services Corp Kissimmee, FL Oct 2011 - Oct 2012 1
Jpmorgan Chase Bank Lake Mary, FL Apr 2010 - May 2011 1
Applebees Restaurant Maitland, FL Jan 2009 - Apr 2010 1
Intersecurities Maitland, FL Aug 2008 - Jan 2009 < 1
American Premier Financial Maitland, FL Aug 2008 - Jan 2009 < 1
Work For Progress Orlando, FL Jun 2008 - Aug 2008 < 1
Applebees Restaurant Philadelphia, PA Mar 2006 - Jun 2008 2
University Of Pennsylvania Philadelphia, PA Sep 2003 - May 2007 3
University Of Pennsylvania Civic House Philadelphia, PA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Kristin L. Schult
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.