Jeffery Schulz
Financial advisor at Larson Financial Group LLC · Saint Louis, MO
Last updated 2026-10-10
Claim your profileJeffery Schulz is a financial advisor at Larson Financial Group LLC in Saint Louis, MO, CRD 4051408. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2019-03-14.
Registration
- CRD number
- 4051408
- Registration status
- Active
- IAPD registration
- 2019-03-14
- Industry Experience
- 7 years
- Work Experience
- 12 years
- States registered
- MO
Licenses and exams
- Series 63
- Series 65
Work history
- 2014-10 to 2018-08 · Larson Financial Group, LLC · St. Louis, MO
- 2018-08 to 2019-02 · St. Louis Community College · St. Louis, MO
- 2019-02 to 2023-05 · Larson Financial Group, LLC · Chesterfield, MO
- 2023-05 to 2025-01 · Stifel, Nicolaus & Company, Incorporated · Saint Louis, MO
- 2025-01 to Present · Larson Financial Group, LLC · Saint Louis, MO
Current employment
- Larson Financial Group, LLC · Saint Louis, MO
Larson Financial Group LLC
- Regulatory AUM
- $5,481,842,388
- Registered advisors
- 67
- Offices
- 38
- Clients per advisor
- 74.0 (Moderate)
- Average AUM per client
- $1.1M (Low)
- High-net-worth client ratio
- 34.7% (Moderate)
Larson Financial Group LLC: advisors, services and reported ETF investments
About
Jeffery Schulz is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO. Reported securities licenses include Series 63 and Series 65. The latest record indicates 7 years of industry experience and 12 years of reported work history. Reported roles include Stifel, Nicolaus & Company, Incorporated, St. Louis Community College, among others.
Larson Financial Group LLC's firm-level Form ADV reports 67 advisors across 38 offices; approximately 74.0 clients per advisor, average assets per client of $1,104,987, and regulatory AUM of $5.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $2B across 791 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jeffery Schulz personally.
Reported ETF positions
Larson Financial Group reports 791 ETF positions worth $2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $264.6M |
| DGRW — WisdomTree U.S. Quality Dividend Growth Fund | $138.8M |
| QGRO — American Century U.S. Quality Growth ETF | $135.3M |
| CGGE — Capital Group Global Equity ETF | $69.9M |
| PRF — Invesco RAFI US 1000 ETF | $60.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Larson Financial Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $709.5K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $709.5K | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $25.2M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | ACYN — FT Vest Laddered Autocallable Barrier & Income ETF | $815.8K | Top 98.7% | Replicability (R²) 58.1% · Residual Sharpe 3.94 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Larson Financial Group LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or GP of Pooled Investment Vehicl
Location
100 N Broadway, Saint Louis, MO 63102
67 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 866.569.2450
- Website: larson.com
Official record
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