Rick Schultz

Rick Schultz Email and Phone Number

Managing Director and Wealth Advisor at J.P. Morgan Wealth Management @ J.P. Morgan
new york, new york, united states
Rick Schultz's Location
Potomac, Maryland, United States, United States
Rick Schultz's Contact Details

Rick Schultz personal email

n/a

Rick Schultz phone numbers

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.

Rick Schultz's Current Company Details
J.P. Morgan

J.P. Morgan

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Managing Director and Wealth Advisor at J.P. Morgan Wealth Management
new york, new york, united states
Website:
jpmorgan.com
Employees:
59438
Rick Schultz Work Experience Details
  • J.P. Morgan
    Managing Director
    J.P. Morgan Sep 2019 - Present
    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 offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business… Show more 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 offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● 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: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin.© 2023 JPMorgan Chase & Co. All rights reserved Show less
  • Ubs
    Private Wealth Advisor
    Ubs Aug 2011 - Sep 2019
  • Morgan Stanley Private Wealth Management
    Senior Vp
    Morgan Stanley Private Wealth Management Jun 2001 - Aug 2011
  • Optionwealth, Llc
    Founder & Ceo
    Optionwealth, Llc Jun 1998 - Jun 2001

Rick Schultz Skills

Wealth Management Portfolio Management Financial Modeling Strategic Financial Planning Investment Strategies Strategic Financial Investments Finance Mergers Asset Allocation Financial Analysis Asset Managment Retirement Planning Equities

Rick Schultz Education Details

Frequently Asked Questions about Rick Schultz

What company does Rick Schultz work for?

Rick Schultz works for J.p. Morgan

What is Rick Schultz's role at the current company?

Rick Schultz's current role is Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.

What is Rick Schultz's email address?

Rick Schultz's email address is ri****@****ubs.com

What is Rick Schultz's direct phone number?

Rick Schultz's direct phone number is (212)-761*****

What schools did Rick Schultz attend?

Rick Schultz attended The University Of Chicago Booth School Of Business, The Wharton School, Penn State University, Paramus Catholic.

What skills is Rick Schultz known for?

Rick Schultz has skills like Wealth Management, Portfolio Management, Financial Modeling, Strategic Financial Planning, Investment Strategies, Strategic Financial, Investments, Finance, Mergers, Asset Allocation, Financial Analysis, Asset Managment.

Who are Rick Schultz's colleagues?

Rick Schultz's colleagues are Wayne Winchester, Naveen Vaidya, July Martinez, Mike Smith, Mark Bloomfield, Gina Filangeri, Darshan Kumar.

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