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Chief Compliance Officer, Chief Operations Officer · Schultz Financial Group Incorporated

Jennifer L. Specter

CRD 2988118 · Named on Form ADV at one SEC-registered adviser

At a glance

Schultz Financial Group Incorporated, an SEC-registered wealth manager based in Reno, NV with $215 million in regulatory assets, lists Jennifer L. Specter on its Form ADV as Chief Compliance Officer, Chief Operations Officer, a control person.

Firms and roles

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Jennifer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.