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Jim Schmidt Email & Phone Number

Location: Richmond, Virginia, United States 7 work roles 2 schools
1 work email found @raymondjames.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@raymondjames.com
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Role
Founder and CEO
Location
Richmond, Virginia, United States
Company size

Who is Jim Schmidt? Overview

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Quick answer

Jim Schmidt is listed as Founder and CEO at Schmidt Wealth Management & Associates, a company with 18734 employees, based in Richmond, Virginia, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Jim Schmidt.

Jim Schmidt previously worked as Team Founder at Schmidt Wealth Managment Group and Senior Vice President, Investments at Raymond James. Jim Schmidt holds Bachelor Of Arts from Suny New Paltz.

Company email context

Email format at Schmidt Wealth Management & Associates

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{first_initial}{last}@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Jim Schmidt. Compare company email patterns before reaching out.

Profile bio

About Jim Schmidt

Since 1984, I have been working with investors, focusing on their needs with an eye on risk management as the core of investment decision making. This aims at improving investor success by preserving assets at the same time seeking growth and income.Investors can be confused and sometimes lost in the world of investing. Our steps can help make the financial markets clearer and provide investors with a way to manage their expectations with more certainty.Our team is experienced and knowledgeable. This wisdom allows our clients access to a fully committed team as partners in managing their assets and liabilities. ******Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPCPlease follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Current workplace

Jim Schmidt's current company

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Schmidt Wealth Management & Associates
Schmidt Wealth Management & Associates
Founder and CEO
Richmond, VA, US
Employees
18734
AeroLeads page
7 roles · 65 years

Jim Schmidt work experience

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

Team Founder

Current
Schmidt Wealth Managment Group

Industry SpokesmanOCT 2-3, 2013. Security Trader's Association 2013 Annual National Conference, Washington, DC. Panel for the Option Industry Council (OIC) equity derivatives in retail account management. JAN 30-31, 2014. SEC, U.S. House of Representatives and Senate Financial Services Committee Staffers, Capitol Hill. Panel for the Option Industry Council.

Dec 2011 - Present

Senior Vice President, Investments

Current

St. Petersburg, Florida, US

Dec 2011 - Present

Managing Director

St. Louis, Missouri, US

Portfolio, Risk, and Relationship Manager

Mar 1998 - Dec 2011

Senior Vice President

Prudential Securities

Financial Advisor

Nov 1989 - Mar 1998

Associate Vice President

Ef Hutton

Financial Advisor

Jul 1984 - Nov 1989

Student

Rye High School
1961 - 1967 ~6 yrs
Team & coworkers

Colleagues at Schmidt Wealth Management & Associates

Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →

2 education records

Jim Schmidt education

Bachelor Of Arts

Suny New Paltz

Education record

Rye High School
FAQ

Frequently asked questions about Jim Schmidt

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

What company does Jim Schmidt work for?

Jim Schmidt works for Schmidt Wealth Management & Associates.

What is Jim Schmidt's role at Schmidt Wealth Management & Associates?

Jim Schmidt is listed as Founder and CEO at Schmidt Wealth Management & Associates.

What is Jim Schmidt's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Jim Schmidt at Schmidt Wealth Management & Associates.

Where is Jim Schmidt based?

Jim Schmidt is based in Richmond, Virginia, United States while working with Schmidt Wealth Management & Associates.

What companies has Jim Schmidt worked for?

Jim Schmidt has worked for Schmidt Wealth Management & Associates, Schmidt Wealth Managment Group, Raymond James, Wells Fargo Advisors, and Prudential Securities.

Who are Jim Schmidt's colleagues at Schmidt Wealth Management & Associates?

Jim Schmidt's colleagues at Schmidt Wealth Management & Associates include Andrew Porterfield, Olivia Musonda, Carissa Henderson, Damon Johnson, and Alex Wallace.

How can I contact Jim Schmidt?

You can use AeroLeads to view verified contact signals for Jim Schmidt at Schmidt Wealth Management & Associates, including work email, phone, and LinkedIn data when available.

What schools did Jim Schmidt attend?

Jim Schmidt holds Bachelor Of Arts from Suny New Paltz.

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