Jacob J Schulte
Professional Summary
Jacob J Schulte, who also goes by Jacob John Schulte, Jacob Schulte, Jake Schulte, is a registered financial advisor currently at FAS CORP. located in Leawood, Kansas. Jacob is registered as a RR (Registered Representative) and started their career in finance in 2019. Jacob has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6TO exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jacob J Schulte, Jacob John Schulte, Jacob Schulte, Jake Schulte
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
PRIMERICA BROKERAGE SERVICES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
PRIMERICA BROKERAGE SERVICES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
PRIMERICA BROKERAGE SERVICES, INC.
Disclosures on record.
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.
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
PRIMERICA BROKERAGE SERVICES, INC.
Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
PRIMERICA BROKERAGE SERVICES, INC.
Current Firm
AFAS CORP. | VFAS CORP. | TFAS CORP. | NYFAS CORP. | MSTFAS | MFAS CORP. | FAS CORP. | FAS CORP DOING BUSINESS AS FAS CORP., A KANSAS CORPORATION
Contact Information
Main Address
11625 Rosewood Street, Suite 200, Leawood, KS 66211Mailing Address
11625 Rosewood Street, Suite 200, Leawood, KS 66211Phone Number
(913) 239-2300Established
Kansas since 06/18/1997Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (43 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BARNES FAMILY REVOCABLE TRUST DATED AUGUST 16, 2013 | STOCKHOLDER | — |
| JAMES G. DUSSOLD REVOCABLE TRUST DATED MAY 21, 1996 | STOCKHOLDER | — |
| JOHN THOMAS MEIER REVOCABLE TRUST DATED NOVEMBER 11, 2015 | STOCKHOLDER | — |
| AMEY, KEVIN PATRICK FISHER | STOCKHOLDER | 5611985 |
| JASON AND ANDREA HARRISON TRUST DATED MAY 25, 2021 | STOCKHOLDER | — |
| MICHELLE HORTON LIVING TRUST DATED JUNE 19, 2006 | STOCKHOLDER | — |
| O'GRADY, JORDAN MICHAEL | STOCKHOLDER | 6091943 |
| BARNES, ANNA | TRUSTEE AND GRANTOR OF BARNES FAMILY REVOCABLE TRUST DATED AUGUST 16, 2013 | 4722952 |
| BARNES, JACOB S | TRUSTEE AND GRANTOR OF BARNES FAMILY REVOCABLE TRUST DATED AUGUST 16, 2013 | 6079812 |
| DUSSOLD, JAMES GERARD | PRESIDENT, TREASURER, DIRECTOR, GRANTOR, TRUSTEE OF THE JAMES G. DUSSOLD REVOCABLE TRUST DATED MAY 21, 1996 | 1380347 |
| GLENN, JACQUELYN ELAYNE | CHIEF COMPLIANCE OFFICER | 2260863 |
| HARRISON, ANDREA | TRUSTEE AND GRANTOR OF JASON AND ANDREA HARRISON TRUST DATED MAY 25, 2021 | 8217983 |
| HARRISON, JASON ALLEN-PECHAR | TRUSTEE AND GRANTOR OF JASON AND ANDREA HARRISON TRUST DATED MAY 25, 2021 | 4546173 |
| HORTON, BARNABAS D JR | TRUSTEE OF THE MICHELLE HORTON LIVING TRUST DATED JUNE 19, 2006 | — |
| HORTON, MICHELLE | TRUSTEE AND GRANTOR OF MICHELLE HORTON LIVING TRUST | 7092037 |
| KRSTIC, MEGAN ASHLEY | AML OFFICER | — |
| MEIER, JOHN ALAN | EXECUTIVE VICE PRESIDENT, SECRETARY | 2869160 |
| MEIER, JOHN T | GRANTOR AND TRUSTEE OF THE JOHN THOMAS MEIER REVOCABLE TRUST DATED NOVEMBER 11, 2015 | — |
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
PRIMERICA BROKERAGE SERVICES, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
PRIMERICA BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
(3/19/2025)
(1/16/2024)
(2/28/2025)
(2/28/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2019About the Series 6TO examSRO Registrations
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
PRIMERICA BROKERAGE SERVICES, INC.
CRS (Client Relationship Summary) - BD
Click below to view Jacob J Schulte's CRS (Customer Relationship Summary).
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
EQUITABLE ADVISORS, LLC
OSAIC WEALTH, INC.
PRIMERICA BROKERAGE SERVICES, INC.