Lebron Financial Services
32yrs
Top advisor by experience in Congers
16yrs
Jon Schulz
Financial advisor at RBC Capital Markets
Jon Schulz is a fiduciary financial advisor in Congers, New York, with 16 years in the industry. After 13 years at Merrill and a year at Morgan Stanley, Jon joined RBC Capital Markets in 2024, a firm offering financial planning, investment management, and private fund management. RBC Capital Markets reports being paid through a percentage of assets and flat fees.
One of 5 advisors with offices in Congers, and one of 5 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors in New York
OfficeCongers, NY
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?2 states
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowRBC Capital Markets, LLCCurrent firm
- 2011 – 2024MerrillPreviously
- Jan 2011 – Sep 2011Morgan StanleyPreviously
Contact Jon
Congers, NYOffice · Get directions Firm main line(212) 858-7000Headquarters: RBC Capital Markets · New York, NY Firm websiteus.rbcwealthmanagement.com/columbusIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jon
Tailored to Jon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call RBC Capital Markets at (212) 858-7000 and ask for Jon Schulz. Jon works from the Congers, NY office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2010, about 16 years. More experience than 52% of advisors in New York.
What licenses does Jon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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