Brett Schulz
Private Client Advisor at J.P. Morgan
Based in Hoffman Estates, United States
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Seniority
Manager
Department
Sales & Business Development
Location
Hoffman Estates
Industry
Financial Services
Company size
86K
Contact information
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b•••••••@jpmorgan.com
Phone
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Background
About Brett Schulz
I am a Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest toward their goals. I have over 25 years of experience in financial services. Prior to this role, I was a Vice-President - Financial Consultant at Charles Schwab. I joined J.P. Morgan in 2018. I hold the required FINRA Series 6, 7, 9, 10, 63, 65 and life & health insurance licenses. I graduated from Elmhurst College with a Bachelor of Science degree in Business Administration. I am located in the Hoffman Estates branches. I belong to the Barrington Rotary Club, I enjoy playing golf and softball. I like to spend time with my three kids watching them participate in dance, football and club activities. I can help with your many financial needs, including: • Creating a strategy toward your financial goals • Checking in on your investment portfolio • Planning for retirement on your terms • Diversifying your portfolio • Identifying investment opportunities and staying up to date on market movements
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