Jonathan Tisdale Schultz
Financial advisor at Wells Fargo Advisors · Fraser, CO
Last updated 2026-10-10
Claim your profileJonathan Tisdale Schultz is a financial advisor at Wells Fargo Advisors in Fraser, CO, CRD 3057716. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1999-01-01.
Registration
- CRD number
- 3057716
- Registration status
- Active
- IAPD registration
- 1999-01-01
- Industry Experience
- 27 years
- Work Experience
- 17 years
- States registered
- CO
Licenses and exams
- Series 63
- Series 65
Work history
- 2009-05 to 2016-11 · Wells Fargo Advisors LLC · Colorado Springs, CO
- 2016-11 to 2019-09 · Wells Fargo Clearing Services, LLC · Colorado Springs, CO
- 2019-09 to Present · Wells Fargo Advisors Financial Network, LLC · Colorado Springs, CO
Current employment
- Wells Fargo Advisors Financial Network, LLC · St. Louis, MO
Wells Fargo Advisors
- Regulatory AUM
- $252,251,271,984
- Registered advisors
- 4,182
- Offices
- 1,676
- Clients per advisor
- 111.6 (Moderate)
- Average AUM per client
- $540.6K (Low)
- High-net-worth client ratio
- 50.1% (High)
Wells Fargo Advisors: advisors, services and reported ETF investments
About
Jonathan Tisdale Schultz is a financial advisor at Wells Fargo Advisors Financial Network, LLC, operating as Wells Fargo Advisors in Fraser, CO. Reported securities licenses include Series 63 and Series 65. The latest record indicates 27 years of industry experience and 17 years of reported work history. Reported roles include Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC.
SEC disclosures list additional business and community activities: Crystal Creek Wealth Management Llc: Crystal creek wealth management i401k, inv related, monument, co, trustee, start 12/2019, 2-4 hours per month, zero during trading, finet practice 401k plan; Power of attorney for mother; inv.
Wells Fargo Advisors' firm-level Form ADV reports 4,182 advisors across 1,676 offices; approximately 111.6 clients per advisor, average assets per client of $540,645, and regulatory AUM of $252.3B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Wells Fargo Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Other Financial Product Salesperson
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
Fraser, CO
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 314-875-3000
- Website: wfafinet.com
- Youtube
Official record
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