Caroline Batson Schultz
Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesJul 2023 to now
- Pendleton High SchoolAug 2019 to Jun 2023
- Nation Ford High SchoolDec 2018 to Apr 2019
- York Middle SchoolAug 2018 to Dec 2018
- Big Clock of PowdersvilleMay 2018 to Aug 2018
- Sagamore InstituteJul 2017 to Jul 2017
- Winthrop University Academic Success CenterSep 2016 to Dec 2018
- Winthrop UniversityAug 2015 to May 2019
- Chick-fil-a of EasleyAug 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7781711
- Firm CRD
- 250