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Jeff Schultz's
email & phone

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Current Position:

Executive Vice President / Wealth Management, Financial Advisor, CFP® professional at Janney Montgomery Scott LLC

Experience:

31 years

Location:

Atlanta, Georgia

How to contact Jeff Schultz

Last updated:2025-07-11
emailj**********z@janney.com
phone+1-***-***-0743
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Analytics

According to LinkedIn Jeff Schultz started working on 1994, then the employee has changed 2 companies and 2 jobs. On average, Jeff Schultz works for one company for 10 years 6 months. Jeff Schultz has been working as a Executive Vice President / Wealth Management, Financial Advisor, CFP® professional for Janney Montgomery Scott LLC for 2314 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Executive Vice President / Wealth Management, Financial Advisor, CFP® professional at Janney Montgomery Scott LLC

Apr 2019 - Current

Managing Director, Investments and CERTIFIED FINANCIAL PLANNER™ at Raymond James

Feb 2007 - Apr 2019

First VP and CFP ® at Morgan Stanley

Feb 1994 - Jan 2007

Education

Miami University Farmer School of Business

Finance at Miami University

Current Company Information Janney Montgomery Scott LLC

Name: Janney Montgomery Scott LLC

Speciality: Full Service Financial Services, Wealth Management, Capital Markets, Highest Standard in financial relationships

Location: Philadelphia, United States

Employees: 1000-5000

Description: Janney is dedicated to putting client needs first. Providing the best in financial and investment advice to help their clients toward their personal or business goals is what drive...

Frequently Asked Questions

How long has Jeff Schultz been working as a Executive Vice President / Wealth Management, Financial Advisor, CFP® professional?

Jeff Schultz's total experience in various companies as a Executive Vice President / Wealth Management, Financial Advisor, CFP® professional 6 years 4 months.

What is Jeff Schultz's minimum period of employment in the companies?

Jeff Schultz's minimum period of employment in various companies is 12 years 2 months.

What is Jeff Schultz's average duration of employment for different companies?

On average, Jeff Schultz works for one company for 12 years 7 months

What industries has Jeff Schultz worked in?

Jeff Schultz works in the Financial Services.

What positions has Jeff Schultz held before?

Previously, Jeff Schultz worked as a Managing Director, Investments and CERTIFIED FINANCIAL PLANNER™, and First VP and CFP ®.

How do I contact Jeff Schultz?

Jeff Schultz's email address is j**********z@janney.com, phone number is +1-***-***-0743. Sign up to get contact details.

Who is the President & CEO of the Janney Montgomery Scott LLC?

The President & CEO of the Janney Montgomery Scott LLC is Timothy C. Scheve
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Jeff Schultz Namesakes

Name
Company
Position
J
Deputy Assessor Commercial Dept.
J
Rogers Group - StageRight Events
Vice President & General Manager - StageRight Events
J
Senior Manager, US Background Investigations
J
Event Direction and Design
Owner
J
49th State Aviation
Owner
J
Senior Counsel - Corporate & Technology
J
Vice President / General Manager

Other employees at Janney Montgomery Scott LLC

Name
Company
Position
C
Executive Vice President/Investments
T
Executive Vice President / Wealth Management, Financial Advisor
J
First Vice President/Investments
R
Senior Registered Private Client Associate
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