Jeffrey Scott Schulz | Financial Professional | Tampa, Florida | INTEGRITY ADVISORY SOLUTIONS

Professional summary

Jeffrey Scott Schulz, who also goes by Jeff Scott Schulz, is a registered financial advisor currently at INTEGRITY ADVISORY SOLUTIONS located in Tampa, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeffrey has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Scott Schulz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Premier FutureGuard, LLC; Not investment-related; 3001 North Rocky Point Drive East, Suite 200, Tampa, FL 33607; Fixed Insurance; Managing Member; 03/22/2022; 80 hours per month; 4 hours during security hours; Help customers with life insurance and annuities. 2. Integrated Trust Systems; not investment-related; 7373 East Double Tree Ranch Rd, Scottsdale, AZ 85258; Marketing referrals to Integrated Trust Systems; Representative; 7/28/2025; 10 hours per month; 8 hours during securities trading hours; Hold seminars to introduce people to Integrated Trust Systems

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Schulz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 22, 2022 - Present

INTEGRITY ADVISORY SOLUTIONS

Office #1: 3001 N. Rocky Point Drive Ste. 200, Tampa, FL 33607

RIA

CRD#: 288817

Tampa, FL

Past

January 2, 2008 - September 16, 2011

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

MCALLEN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IA

INTEGRITY ADVISORY SOLUTIONS

CRD#: 288817 / SEC#: 801-123090

RIA

Registered Investment Advisory firm - (1/20/2022 Approved)

Arizona

Registered Investment Advisory firm - (2/8/2022 Terminated)

Florida

Registered Investment Advisory firm - (2/8/2022 Terminated)

Indiana

Registered Investment Advisory firm - (2/9/2022 Terminated)

New Jersey

Registered Investment Advisory firm - (2/8/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (2/10/2022 Terminated)

South Carolina

Registered Investment Advisory firm - (2/9/2022 Terminated)

Texas

Registered Investment Advisory firm - (2/8/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/22/2022)

IAR

North Carolina
(7/14/2023)

IAR

Texas
(3/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/19/2022

Uniform Investment Adviser Law Examination

Current Firm

IA

INTEGRITY ADVISORY SOLUTIONS

CRD#: 288817 / SEC#: 801-123090

RIA

Registered Investment Advisory firm - (1/20/2022 Approved)

Arizona

Registered Investment Advisory firm - (2/8/2022 Terminated)

Florida

Registered Investment Advisory firm - (2/8/2022 Terminated)

Indiana

Registered Investment Advisory firm - (2/9/2022 Terminated)

New Jersey

Registered Investment Advisory firm - (2/8/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (2/10/2022 Terminated)

South Carolina

Registered Investment Advisory firm - (2/9/2022 Terminated)

Texas

Registered Investment Advisory firm - (2/8/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1445 Ross Ave Fl 55, Dallas, TX 75202

Mailing Address

Phone number

(214) 919-2165

Established

Firm type

Fiscal year end

# of Employees

90

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IAS FORM ADV, PART 2A BROCHURE (9/16/2025)

IAS WRAP BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	2,709
AUM (Assets Under Management)	$ 512,263,824

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey S. Schulz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Schulz's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ADVISORY SOLUTIONS

BROOKSTONE CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

INTEGRITY ADVISORY SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2022

Current Firm

INTEGRITY ADVISORY SOLUTIONS

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY ADVISORY SOLUTIONS

TRUST BUT VERIFY

Similar Advisors