Rick Schultz
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Rick Schultz Email & Phone Number

Managing Director and Wealth Advisor at J.P. Morgan Wealth Management at J.P. Morgan
Location: Potomac, Maryland, United States 4 work roles 4 schools
1 work email found @jpmorgan.com 1 phone found area 212 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@jpmorgan.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
J.P. Morgan
Role
Managing Director and Wealth Advisor at J.P. Morgan Wealth Management
Location
Potomac, Maryland, United States
Company size
59438 employees

Who is Rick Schultz? Overview

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Quick answer

Rick Schultz is listed as Managing Director and Wealth Advisor at J.P. Morgan Wealth Management at J.P. Morgan, a company with 59438 employees, based in Potomac, Maryland, United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 212, and a matched LinkedIn profile for Rick Schultz.

Rick Schultz previously worked as Managing Director at J.P. Morgan and Private Wealth Advisor at Ubs. Rick Schultz holds Cpwa, With Imca - Investment Mgmt Consultant Association from The University Of Chicago Booth School Of Business.

Company email context

Email format at J.P. Morgan

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{first}.{last}@jpmorgan.com
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AeroLeads found 1 current-domain work email signal for Rick Schultz. Compare company email patterns before reaching out.

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Profile bio

About Rick Schultz

Rick Schultz is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management at J.P. Morgan. He possess expertise in wealth management, portfolio management, financial modeling, strategic financial planning, investment strategies and 9 more skills.

Listed skills include Wealth Management, Portfolio Management, Financial Modeling, Strategic Financial Planning, and 10 others.

Current workplace

Rick Schultz's current company

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

J.P. Morgan
J.P. Morgan
Managing Director and Wealth Advisor at J.P. Morgan Wealth Management
new york, new york, united states
Website
jpmorgan.com
Employees
59438
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Company profile
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4 roles

Rick Schultz work experience

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

Managing Director

Current
J.P. Morgan

Washington, District Of Columbia, United States

  • Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which.
  • NOT A DEPOSIT
  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NO BANK GUARANTEE
  • MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures.
Sep 2019 - Present

Private Wealth Advisor

Ubs
Aug 2011 - Sep 2019

Founder & Ceo

Optionwealth, Llc
Jun 1998 - Jun 2001
Team & coworkers

Colleagues at J.P. Morgan

Other employees you can reach at jpmorgan.com. View company contacts for 59438 employees →

SL Stefany Linaweaver Stefany Linaweaver Colleague at J.P. MorganNewark, Delaware, United States, United States View → CT Che-Yu Tu Che-Yu Tu Colleague at J.P. MorganTaipei, Taipei City, Taiwan, Taiwan, Province Of China View → RS Rutu Shah Rutu Shah Colleague at J.P. MorganGreater Philadelphia, United States View → AJ Amrita Jaisingh Amrita Jaisingh Colleague at J.P. MorganMumbai, Maharashtra, India, India View → MJ Maria J. Cho Maria J. Cho Colleague at J.P. MorganNew York, New York, United States, United States View → JL Julie Lawrence Dewitt Julie Lawrence Dewitt Colleague at J.P. MorganGreater Chicago Area, United States View → DP Duannapas Prasobvittaya Duannapas Prasobvittaya Colleague at J.P. MorganThailand, Thailand View → CP Christopher Peans Christopher Peans Colleague at J.P. MorganLehigh Acres, Florida, United States, United States View → NS Noorulla S. Noorulla S. Colleague at J.P. MorganMumbai, Maharashtra, India, India View → HA Hend Alsheheimi Hend Alsheheimi Colleague at J.P. MorganMuscat, Masqaţ, Oman, Oman View →
4 education records

Rick Schultz education

FAQ

Frequently asked questions about Rick Schultz

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

What company does Rick Schultz work for?

Rick Schultz works for J.P. Morgan.

What is Rick Schultz's role at J.P. Morgan?

Rick Schultz is listed as Managing Director and Wealth Advisor at J.P. Morgan Wealth Management at J.P. Morgan.

What is Rick Schultz's email address?

AeroLeads has found 1 work email signal at @jpmorgan.com for Rick Schultz at J.P. Morgan.

What is Rick Schultz's phone number?

AeroLeads has found 1 phone signal(s) with area code 212 for Rick Schultz at J.P. Morgan.

Where is Rick Schultz based?

Rick Schultz is based in Potomac, Maryland, United States while working with J.P. Morgan.

What companies has Rick Schultz worked for?

Rick Schultz has worked for J.P. Morgan, Ubs, Morgan Stanley Private Wealth Management, and Optionwealth, Llc.

Who are Rick Schultz's colleagues at J.P. Morgan?

Rick Schultz's colleagues at J.P. Morgan include Stefany Linaweaver, Che-Yu Tu, Rutu Shah, Amrita Jaisingh, and Maria J. Cho.

How can I contact Rick Schultz?

You can use AeroLeads to view verified contact signals for Rick Schultz at J.P. Morgan, including work email, phone, and LinkedIn data when available.

What schools did Rick Schultz attend?

Rick Schultz holds Cpwa, With Imca - Investment Mgmt Consultant Association from The University Of Chicago Booth School Of Business.

What skills is Rick Schultz known for?

Rick Schultz is listed with skills including Wealth Management, Portfolio Management, Financial Modeling, Strategic Financial Planning, Investment Strategies, Strategic Financial, Investments, and Finance.

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