Unclaimed Profile

Jeffrey Richard Schulte

FIRST CAPITAL ADVISORS GROUP, LLC·BLUE BELL, Pennsylvania

SIE, Series 7, Series 63ChFCClean record22 years registeredFIRST CAPITAL ADVISORS GROUP, LLC

512 EAST TOWNSHIP LINE ROAD, BLUE BELL, PA 19422CRD# 1242009Firm CRD# 281322

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Richard Schulte · BLUE BELL, PA

Registration

CRD #1242009 · FIRST CAPITAL ADVISORS GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Sep 2023 – present

FIRST CAPITAL ADVISORS GROUP, LLC

Dec 2015 – Oct 2023

BLUE BELL, PA

CANTOR FITZGERALD WEALTH PARTNERS, LLC

Sep 2013 – Nov 2015

PLYMOUTH MEETING, PA

MARINER WEALTH ADVISORS, LLC

Jan 2011 – Jan 2014

OVERLAND PARK, KS

CBIZ WEALTH MANAGEMENT, LLC

May 2010 – May 2011

CLEVELAND, OH

CBIZ RETIREMENT PLAN SERVICES

Feb 2004 – Dec 2011

PLYMOUTH MEETING, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · February 18, 2004

Years registered · 22

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST CAPITAL ADVISORS GROUP, LLC

CRD 281322 · SEC 801-106606

AUM

$343M

Regulatory assets under management

Employees

230 client accounts

Services offered by FIRST CAPITAL ADVISORS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRST CAPITAL ADVISORS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Richard Schulte offer?

Jeffrey Richard Schulte specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.

What are Jeffrey Richard Schulte's credentials?

Jeffrey Richard Schulte holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Richard Schulte located?

Jeffrey Richard Schulte is based in BLUE BELL, Pennsylvania, working with FIRST CAPITAL ADVISORS GROUP, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.

How does Jeffrey Richard Schulte charge for services?

Jeffrey Richard Schulte's firm is compensated through percentage of aum, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST CAPITAL ADVISORS GROUP, LLC?

FIRST CAPITAL ADVISORS GROUP, LLC has approximately 10 employees and manages $343M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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