JS
Jacob G. Schultz
DESTRA CAPITAL ADVISORS LLC
Chicago, IL
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CRD#: 7058150
JS
Professional summary
Jacob Gerard Schultz is a registered financial advisor currently at DESTRA CAPITAL ADVISORS LLC located in Chicago, Illinois and DESTRA CAPITAL INVESTMENTS LLC located in Bozeman, Montana.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jacob has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Gerard Schultz's 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®
NoneExperience
Current
March 22, 2019 - Present
DESTRA CAPITAL ADVISORS LLC
RIA
CRD#: 148574
Chicago, IL
Current
February 4, 2019 - Present
DESTRA CAPITAL INVESTMENTS LLC
Office #1: 443 N. Willson Ave., Bozeman, MT 59715BD
CRD#: 148299
Bozeman, MT
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".
DC
DESTRA CAPITAL ADVISORS LLC
DESTRA ADVISORS LLC | DESTRACOM ADVISORS LLC | DESTRA CAPITAL ADVISORS LLC
CRD#: 148574 / SEC#: 801-71604
RIA
Registered Investment Advisory firm - (12/30/2010 Approved)Illinois
Registered Investment Advisory firm - (1/4/2011 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/22/2019)
RR
Alaska(3/22/2019)
RR
Arizona(3/22/2019)
RR
Arkansas(3/22/2019)
RR
California(3/22/2019)
RR
Colorado(3/22/2019)
RR
Connecticut(3/22/2019)
RR
Delaware(3/22/2019)
RR
District of Columbia(3/22/2019)
RR
Florida(3/22/2019)
RR
Georgia(3/22/2019)
RR
Hawaii(3/22/2019)
RR
Idaho(3/22/2019)
RR
Illinois(3/22/2019)
IAR
Illinois(3/22/2019)
RR
Indiana(3/22/2019)
RR
Iowa(3/22/2019)
RR
Kansas(3/22/2019)
RR
Kentucky(3/22/2019)
RR
Louisiana(3/22/2019)
RR
Maine(3/22/2019)
RR
Maryland(3/22/2019)
RR
Massachusetts(3/22/2019)
RR
Michigan(3/22/2019)
RR
Minnesota(3/22/2019)
RR
Mississippi(3/22/2019)
RR
Missouri(3/22/2019)
RR
Montana(3/22/2019)
RR
Nebraska(3/22/2019)
RR
Nevada(3/22/2019)
RR
New Hampshire(3/22/2019)
RR
New Jersey(3/22/2019)
RR
New Mexico(3/22/2019)
RR
New York(3/22/2019)
RR
North Carolina(3/22/2019)
RR
North Dakota(3/22/2019)
RR
Ohio(3/22/2019)
RR
Oklahoma(3/22/2019)
RR
Oregon(3/22/2019)
RR
Pennsylvania(3/22/2019)
RR
Rhode Island(3/22/2019)
RR
South Carolina(3/22/2019)
RR
South Dakota(3/22/2019)
RR
Tennessee(3/22/2019)
RR
Texas(3/22/2019)
RR
Utah(3/22/2019)
RR
Vermont(3/22/2019)
RR
Virginia(3/22/2019)
RR
Washington(3/22/2019)
RR
West Virginia(3/22/2019)
RR
Wisconsin(3/22/2019)
RR
Wyoming(3/22/2019)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/2/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DC
DESTRA CAPITAL ADVISORS LLC
DESTRA ADVISORS LLC | DESTRACOM ADVISORS LLC | DESTRA CAPITAL ADVISORS LLC
CRD#: 148574 / SEC#: 801-71604
RIA
Registered Investment Advisory firm - (12/30/2010 Approved)Illinois
Registered Investment Advisory firm - (1/4/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
443 N. Willson Avenue, Bozeman, MT 59715
Mailing Address
Phone number
(877) 855-3434
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 414,203,276 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
