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Jason Schultz, Cfp®, Chfc®, Casl®, Clu® Email & Phone Number

Certified Financial Planner ProfessionalLongView Planning Partners at LongView Planning Partners
Location: Jackson, Tennessee, United States 8 work roles 2 schools
1 work email found @nmfn.com 8 phones found area 731 and 901 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 8 phones

Work email j****@nmfn.com
Direct phone (731) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
LongView Planning Partners
Role
Certified Financial Planner ProfessionalLongView Planning Partners
Location
Jackson, Tennessee, United States
Company size
16 employees

Who is Jason Schultz, Cfp®, Chfc®, Casl®, Clu®? Overview

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Quick answer

Jason Schultz, Cfp®, Chfc®, Casl®, Clu® is listed as Certified Financial Planner ProfessionalLongView Planning Partners at LongView Planning Partners, a with 16 employees, based in Jackson, Tennessee, United States. AeroLeads shows a work email signal at nmfn.com, phone signal with area code 731, 901, and a matched LinkedIn profile for Jason Schultz, Cfp®, Chfc®, Casl®, Clu®.

Jason Schultz, Cfp®, Chfc®, Casl®, Clu® previously worked as Certified Financial Planner Professional at Longview Planning Partners and Certified Financial Planner Professional at Capital Financial Group, Llc. Jason Schultz, Cfp®, Chfc®, Casl®, Clu® holds Bachelors Of Science, Biology, General from Union University.

Company email context

Email format at LongView Planning Partners

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*@nmfn.com
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AeroLeads found 1 current-domain work email signal for Jason Schultz, Cfp®, Chfc®, Casl®, Clu®. Compare company email patterns before reaching out.

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Profile bio

About Jason Schultz, Cfp®, Chfc®, Casl®, Clu®

Jason focuses his practice on serving the unique financial planning needs of physicians, medical residents, and other professionals. Having a plan assures his clients that though they may not know what surprises are in store for them, they will at least be prepared for the unexpected.Jason provides an analysis of your current financial situation and helps:• Identify and work within your financial and personal goals• Illustrate alternatives to reach your goals and deal with your specific concerns; and• Identify gaps, if present, and offer solutions to fill them.In addition, Jason is very passionate about using his gifts and talents to give generously and make an impact on the community in which he lives. For additional information, call Jason Schultz at LongView Planning Partners 731-300-7035.Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my financial or investment services.For disclosures and licensing information please see www.longviewplan.com/licensing

Listed skills include Leadership, Strategic Planning, Public Speaking, Team Building, and 13 others.

Current workplace

Jason Schultz, Cfp®, Chfc®, Casl®, Clu®'s current company

Company context helps verify the profile and gives searchers a useful next step.

LongView Planning Partners
Longview Planning Partners
Certified Financial Planner ProfessionalLongView Planning Partners
Jackson, TN, US
Website
longviewplan.com
Employees
16
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Company profile
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8 roles · 29 years

Jason Schultz, Cfp®, Chfc®, Casl®, Clu® work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner Professional

Capital Financial Group, Llc

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Jan 2016 - Mar 2020

Financial Advisor

Northwestern Mutual

Milwaukee, Wi, Us

Jason Schultz helped individuals achieve a more secure future for themselves, their families and businesses by providing a wide range of products and services to address their needs and goals.

2008 - 2015 ~7 yrs

Educator And Consultant To Cardiologist, Nephrologist, And Endocrinologist

Novartis

Basel, Baselstadt, Ch

2004 - 2008 ~4 yrs

Educator And Consultant To Neurologist, Psychiatrist, Physiatrist

King Pharmaceuticals

Bristol, Tn, Us

2003 - 2004 ~1 yr

Educator And Consultant To Neurosurgeons, Orthopedic Surgeons, And Emergency Medicine Physicians

Elan

Dublin 2, Ie

2000 - 2003 ~3 yrs

Educator And Consultant To Family Practice And Internal Medicine Physicians

Dura
1998 - 2000 ~2 yrs
Team & coworkers

Colleagues at LongView Planning Partners

Other employees you can reach at longviewplan.com. View company contacts for 16 employees →

TL Tierra London Tierra London Colleague at Longview Planning PartnersMemphis, Tennessee, United States View → SR Savannah Reeves Savannah Reeves Colleague at Longview Planning PartnersMemphis, Tennessee, United States View → LH Louis Holmes Louis Holmes Colleague at Longview Planning PartnersTupelo, Mississippi, United States View → MM Mitchell Marino, Cfp®, Cslp® Mitchell Marino, Cfp®, Cslp® Colleague at Longview Planning PartnersMemphis, Tennessee, United States View → BH Beau Hill, Cfp®, Cslp® Beau Hill, Cfp®, Cslp® Colleague at Longview Planning PartnersTupelo, Mississippi, United States View → JP John Prather, Cfp® John Prather, Cfp® Colleague at Longview Planning PartnersMemphis, Tennessee, United States View → ND Noah Douglas, Cslp® Noah Douglas, Cslp® Colleague at Longview Planning PartnersTupelo, Mississippi, United States View → LH Louis Holmes Louis Holmes Colleague at Longview Planning PartnersTupelo, Mississippi, United States View → ME Marcus Esposito, Cfp® Marcus Esposito, Cfp® Colleague at Longview Planning PartnersMemphis, Tennessee, United States View → JJ John Jordan, Cpa John Jordan, Cpa Colleague at Longview Planning PartnersOxford, Mississippi, United States View →
2 education records

Jason Schultz, Cfp®, Chfc®, Casl®, Clu® education

Bachelors Of Science, Biology, General

Union University

Chamber Of Commerce

Leadership Jackson
FAQ

Frequently asked questions about Jason Schultz, Cfp®, Chfc®, Casl®, Clu®

Quick answers generated from the profile data available on this page.

What company does Jason Schultz, Cfp®, Chfc®, Casl®, Clu® work for?

Jason Schultz, Cfp®, Chfc®, Casl®, Clu® works for LongView Planning Partners.

What is Jason Schultz, Cfp®, Chfc®, Casl®, Clu®'s role at LongView Planning Partners?

Jason Schultz, Cfp®, Chfc®, Casl®, Clu® is listed as Certified Financial Planner ProfessionalLongView Planning Partners at LongView Planning Partners.

What is Jason Schultz, Cfp®, Chfc®, Casl®, Clu®'s email address?

AeroLeads has found 1 work email signal at @nmfn.com for Jason Schultz, Cfp®, Chfc®, Casl®, Clu® at LongView Planning Partners.

What is Jason Schultz, Cfp®, Chfc®, Casl®, Clu®'s phone number?

AeroLeads has found 8 phone signal(s) with area code 731, 901 for Jason Schultz, Cfp®, Chfc®, Casl®, Clu® at LongView Planning Partners.

Where is Jason Schultz, Cfp®, Chfc®, Casl®, Clu® based?

Jason Schultz, Cfp®, Chfc®, Casl®, Clu® is based in Jackson, Tennessee, United States while working with LongView Planning Partners.

What companies has Jason Schultz, Cfp®, Chfc®, Casl®, Clu® worked for?

Jason Schultz, Cfp®, Chfc®, Casl®, Clu® has worked for Longview Planning Partners, Capital Financial Group, Llc, Northwestern Mutual, Novartis, and King Pharmaceuticals.

Who are Jason Schultz, Cfp®, Chfc®, Casl®, Clu®'s colleagues at LongView Planning Partners?

Jason Schultz, Cfp®, Chfc®, Casl®, Clu®'s colleagues at LongView Planning Partners include Tierra London, Savannah Reeves, Louis Holmes, Mitchell Marino, Cfp®, Cslp®, and Beau Hill, Cfp®, Cslp®.

How can I contact Jason Schultz, Cfp®, Chfc®, Casl®, Clu®?

You can use AeroLeads to view verified contact signals for Jason Schultz, Cfp®, Chfc®, Casl®, Clu® at LongView Planning Partners, including work email, phone, and LinkedIn data when available.

What schools did Jason Schultz, Cfp®, Chfc®, Casl®, Clu® attend?

Jason Schultz, Cfp®, Chfc®, Casl®, Clu® holds Bachelors Of Science, Biology, General from Union University.

What skills is Jason Schultz, Cfp®, Chfc®, Casl®, Clu® known for?

Jason Schultz, Cfp®, Chfc®, Casl®, Clu® is listed with skills including Leadership, Strategic Planning, Public Speaking, Team Building, Sales, Customer Service, Financial Planning, and Life Insurance.

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