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Jennifer Leigh Specter

SCHULTZ FINANCIAL GROUP INCORPORATED·RENO, Nevada
Series 7, Series 63, Series 65Clean record10 years registeredSCHULTZ FINANCIAL GROUP INCORPORATED
5190 NEIL ROAD, RENO, NV 89502CRD# 2988118Firm CRD# 108724

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Leigh Specter · RENO, NV
Registration
CRD #2988118 · SCHULTZ FINANCIAL GROUP INCORPORATED · 10 years registered
Brand Profile
Not yet started
01

Career History

SCHULTZ FINANCIAL GROUP INCORPORATED
Jul 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · July 5, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHULTZ FINANCIAL GROUP INCORPORATED
CRD 108724 · SEC 801-18297
AUM
$194M
Regulatory assets under management
Employees
6
470 client accounts
Services offered by SCHULTZ FINANCIAL GROUP INCORPORATED
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SCHULTZ FINANCIAL GROUP INCORPORATED →
Introduction

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Frequently Asked Questions

What services does Jennifer Leigh Specter offer?
Jennifer Leigh Specter specializes in Financial Planning, Investment Management. Contact their office in RENO, Nevada for a consultation.
What are Jennifer Leigh Specter's credentials?
Jennifer Leigh Specter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Leigh Specter located?
Jennifer Leigh Specter is based in RENO, Nevada, working with SCHULTZ FINANCIAL GROUP INCORPORATED. Their office serves clients in the RENO metropolitan area and surrounding communities.
How does Jennifer Leigh Specter charge for services?
Jennifer Leigh Specter's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHULTZ FINANCIAL GROUP INCORPORATED?
SCHULTZ FINANCIAL GROUP INCORPORATED has approximately 6 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCHULTZ FINANCIAL GROUP INCORPORATED

Russell Corey Schultz
RENO, NV
Clarissa Lynn Alesevich
RENO, NV
Vicki Paula Schultz
RENO, NV
Alyssa Jane Dalbey
RENO, NV
Kristina Ellen Mccabe
RENO, NV

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Research
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