Jennifer Leigh Specter
Investment adviser representative at Schultz Financial Group Incorporated
13 yearsExperience
1 stateRegistered in
$214.8MFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Schultz Financial Group IncorporatedJun 2016 to now
- Self-employedJan 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NV).
Schultz Financial Group Incorporated
$214.8MAssets managed
116Clients
5Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2988118
- Firm CRD
- 108724