Jacob Charles Schultz
Investment adviser representative at Guggenheim Investments
15 yearsExperience
2 statesRegistered in
$8BFirm assets
54 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.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Guggenheim InvestmentsAug 2014 to now
- Guggenheim Funds Distributors, LLCMar 2014 to now
- Rydex Distributors, LLCMay 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, IL).
Guggenheim Investments
Legal name: Security Investors, LLC
$8BAssets managed
107Clients
43Advisers
54 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
- 5795012
- Firm CRD
- 105477